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Rothschild Investment LLC’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Rothschild Investment LLC’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
Q2 		$101K Sell
1,051
-209
-17% -$19.3K ﹤0.01% 1048
2026
Q1 		$102K Buy
1,260
+821
+187% +$68.2K 0.01% 880
2025
Q4 		$33.8K Buy
439
+289
+193% +$22.1K ﹤0.01% 1144
2025
Q3 		$11.3K Hold
150
– – ﹤0.01% 1394
2025
Q2 		$10.3K Buy
+150
New +$9.45K ﹤0.01% 1209

Other funds holding AVEM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Rothschild Investment LLC's AVEM Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 17% in Q2 2026, selling an estimated $19.3K and leaving 1,051 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #1048.

Rothschild Investment LLC first reported a position in AVEM in Q2 2025 and has held it in 5 quarters since. The position peaked at $102K in Q1 2026. 721 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • Rothschild Investment LLC held 1,051 shares of Avantis Emerging Markets Equity ETF worth $101K as of Q2 2026.
  • Rothschild Investment LLC sold 209 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $19.3K.
  • Avantis Emerging Markets Equity ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1048 holding.
  • Rothschild Investment LLC first reported a position in Avantis Emerging Markets Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • Rothschild Investment LLC's Avantis Emerging Markets Equity ETF position peaked at $102K in Q1 2026.
  • 721 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.