Sentinel Pension Advisors’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Sentinel Pension Advisors’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	$3.94M	Buy	48,877 +2,045	+4%	+$170K	0.58%	27
2025 Q4	$3.61M	Buy	46,832 +10,762	+30%	+$824K	0.55%	27
2025 Q3	$2.71M	Buy	36,070 +1,202	+3%	+$85.9K	0.43%	31
2025 Q2	$2.39M	Sell	34,868 -849	-2%	-$53.5K	0.4%	34
2025 Q1	$2.15M	Sell	35,717 -1,312	-4%	-$78.9K	0.4%	36
2024 Q4	$2.18M	Buy	37,029 +3,569	+11%	+$222K	0.4%	37
2024 Q3	$2.16M	Buy	33,460 +157	+0.5%	+$9.61K	0.42%	37
2024 Q2	$2.03M	Sell	33,303 -1,885	-5%	-$113K	0.42%	36
2024 Q1	$2.04M	Sell	35,188 -6,599	-16%	-$371K	0.44%	34
2023 Q4	$2.36M	Buy	41,787 +2,304	+6%	+$124K	0.56%	28
2023 Q3	$2.08M	Sell	39,483 -1,742	-4%	-$94.7K	0.51%	33
2023 Q2	$2.22M	Buy	41,225 +470	+1%	+$25K	0.54%	32
2023 Q1	$2.14M	Buy	40,755 +12,341	+43%	+$655K	0.54%	31
2022 Q4	$1.43M	Buy	28,414 +752	+3%	+$36.8K	0.45%	38
2022 Q3	$1.27M	Buy	27,662 +1,323	+5%	+$67.3K	0.44%	36
2022 Q2	$1.37M	Sell	26,339 -19,138	-42%	-$1.06M	0.46%	37
2022 Q1	$2.7M	Buy	45,477 +688	+2%	+$42.2K	0.91%	24
2021 Q4	$2.84M	Buy	44,789 +4,309	+11%	+$277K	0.89%	22
2021 Q3	$2.61M	Buy	40,480 +2,062	+5%	+$137K	0.89%	22
2021 Q2	$2.67M	Buy	+38,418	New	+$2.61M	0.94%	23

Other funds holding AVEM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Sentinel Pension Advisors's AVEM Position: Q1 2026 in Review

Sentinel Pension Advisors increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 4.4% in Q1 2026, buying an estimated $170K and bringing the position to 48,877 shares worth $3.94M. The position accounts for 0.58% of the portfolio, ranked #27.

Sentinel Pension Advisors first reported a position in AVEM in Q2 2021 and has held it in 20 quarters since. 914 funds tracked by Wall St. Rank hold AVEM as of Q1 2026.

Sentinel Pension Advisors held 48,877 shares of Avantis Emerging Markets Equity ETF worth $3.94M as of Q1 2026.
Sentinel Pension Advisors bought 2,045 Avantis Emerging Markets Equity ETF shares in Q1 2026, an estimated $170K.
Avantis Emerging Markets Equity ETF made up 0.58% of Sentinel Pension Advisors's portfolio in Q1 2026, its #27 holding.
Sentinel Pension Advisors first reported a position in Avantis Emerging Markets Equity ETF in Q2 2021 and has held it in 20 quarters since.
914 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2026.

Based on Sentinel Pension Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.