Shotwell Rutter Baer’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Shotwell Rutter Baer’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	$10.5M	Buy	130,195 +1,200	+0.9%	+$99.6K	6.16%	7
2025 Q4	$10.3M	Buy	128,995 +1,504	+1%	+$115K	6.16%	7
2025 Q3	$9.75M	Sell	127,491 -3,432	-3%	-$245K	6.29%	7
2025 Q2	$9.09M	Buy	130,923 +387	+0.3%	+$24.4K	6.17%	7
2025 Q1	$7.32M	Buy	130,536 +731	+0.6%	+$44K	6.46%	7
2024 Q4	$7.48M	Buy	129,805 +2,703	+2%	+$168K	6.3%	7
2024 Q3	$8.36M	Buy	127,102 +3,168	+3%	+$194K	6.87%	6
2024 Q2	$7.75M	Buy	123,934 +911	+0.7%	+$54.6K	6.87%	6
2024 Q1	$7.31M	Buy	123,023 +1,441	+1%	+$81K	14.82%	3
2023 Q4	$6.7M	Buy	+121,582	New	+$6.54M	6.39%	7

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

Shotwell Rutter Baer's AVEM Position: Q1 2026 in Review

Shotwell Rutter Baer increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 0.93% in Q1 2026, buying an estimated $99.6K and bringing the position to 130,195 shares worth $10.5M. The position accounts for 6.16% of the portfolio, ranked #7.

Shotwell Rutter Baer first reported a position in AVEM in Q4 2023 and has held it in 10 quarters since. 914 funds tracked by Wall St. Rank hold AVEM as of Q1 2026.

Shotwell Rutter Baer held 130,195 shares of Avantis Emerging Markets Equity ETF worth $10.5M as of Q1 2026.
Shotwell Rutter Baer bought 1,200 Avantis Emerging Markets Equity ETF shares in Q1 2026, an estimated $99.6K.
Avantis Emerging Markets Equity ETF made up 6.16% of Shotwell Rutter Baer's portfolio in Q1 2026, its #7 holding.
Shotwell Rutter Baer first reported a position in Avantis Emerging Markets Equity ETF in Q4 2023 and has held it in 10 quarters since.
914 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2026.

Based on Shotwell Rutter Baer's 13F filing for Q1 2026, filed 22 Apr 2026.