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Prosperity Consulting Group’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Prosperity Consulting Group’s Portfolio AVEM Stock Details AVEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.66M Sell
33,055
-311
-0.9% -$25.8K 0.12% 130
2025
Q4 		$2.57M Sell
33,366
-1,892
-5% -$145K 0.12% 131
2025
Q3 		$2.65M Sell
35,258
-2,726
-7% -$195K 0.13% 129
2025
Q2 		$2.6M Sell
37,984
-848
-2% -$53.4K 0.19% 119
2025
Q1 		$2.34M Sell
38,832
-1,257
-3% -$75.6K 0.18% 131
2024
Q4 		$2.36M Sell
40,089
-680
-2% -$42.3K 0.18% 129
2024
Q3 		$2.63M Sell
40,769
-1,307
-3% -$80K 0.21% 118
2024
Q2 		$2.57M Sell
42,076
-3,275
-7% -$196K 0.35% 74
2024
Q1 		$2.63M Sell
45,351
-3,849
-8% -$216K 0.33% 85
2023
Q4 		$2.77M Sell
49,200
-15,070
-23% -$811K 0.93% 25
2023
Q3 		$3.39M Sell
64,270
-8,497
-12% -$462K 1.56% 18
2023
Q2 		$3.92M Buy
72,767
+2,237
+3% +$119K 2.41% 11
2023
Q1 		$3.73M Buy
70,530
+5,210
+8% +$277K 2.36% 12
2022
Q4 		$3.3M Buy
+65,320
New +$3.19M 2.2% 10

Other funds holding AVEM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Prosperity Consulting Group's AVEM Position: Q1 2026 in Review

Prosperity Consulting Group reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 0.93% in Q1 2026, selling an estimated $25.8K and leaving 33,055 shares worth $2.66M. The position accounts for 0.12% of the portfolio, ranked #130.

Prosperity Consulting Group first reported a position in AVEM in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.92M in Q2 2023. 914 funds tracked by Wall St. Rank hold AVEM as of Q1 2026.

  • Prosperity Consulting Group held 33,055 shares of Avantis Emerging Markets Equity ETF worth $2.66M as of Q1 2026.
  • Prosperity Consulting Group sold 311 Avantis Emerging Markets Equity ETF shares in Q1 2026, an estimated $25.8K.
  • Avantis Emerging Markets Equity ETF made up 0.12% of Prosperity Consulting Group's portfolio in Q1 2026, its #130 holding.
  • Prosperity Consulting Group first reported a position in Avantis Emerging Markets Equity ETF in Q4 2022 and has held it in 14 quarters since.
  • Prosperity Consulting Group's Avantis Emerging Markets Equity ETF position peaked at $3.92M in Q2 2023.
  • 914 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.