Simon Quick Advisors
AVEM icon

Simon Quick Advisors’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Simon Quick 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
Q3 		$12M Buy
127,233
+36,899
+41% +$3.43M 0.46% 35
2026
Q2 		$8.72M Buy
+90,334
New +$8.33M 0.35% 49

Other funds holding AVEM

Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
BOK Financial
BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Oak Root LLC
Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Fragasso Financial Advisors
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Simon Quick Advisors's AVEM Position: Q3 2026 in Review

Simon Quick Advisors increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 41% in Q3 2026, buying an estimated $3.43M and bringing the position to 127,233 shares worth $12M. The position accounts for 0.46% of the portfolio, ranked #35.

Simon Quick Advisors first reported a position in AVEM in Q2 2026 and has held it in 2 quarters since. 409 funds tracked by Wall St. Rank hold AVEM as of Q3 2026.

  • Simon Quick Advisors held 127,233 shares of Avantis Emerging Markets Equity ETF worth $12M as of Q3 2026.
  • Simon Quick Advisors bought 36,899 Avantis Emerging Markets Equity ETF shares in Q3 2026, an estimated $3.43M.
  • Avantis Emerging Markets Equity ETF made up 0.46% of Simon Quick Advisors's portfolio in Q3 2026, its #35 holding.
  • Simon Quick Advisors first reported a position in Avantis Emerging Markets Equity ETF in Q2 2026 and has held it in 2 quarters since.
  • 409 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q3 2026.

Based on Simon Quick Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.