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Steward Partners Investment Advisory’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Steward Partners Investment Advisory’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 		$3.15M Buy
39,058
+37,645
+2,664% +$3.13M 0.02% 687
2025
Q4 		$109K Sell
1,413
-709
-33% -$54.3K ﹤0.01% 2240
2025
Q3 		$159K Buy
2,122
+592
+39% +$42.3K ﹤0.01% 1976
2025
Q2 		$105K Buy
1,530
+27
+2% +$1.7K ﹤0.01% 2085
2025
Q1 		$90.4K Sell
1,503
-164
-10% -$9.86K ﹤0.01% 2071
2024
Q4 		$98K Sell
1,667
-415
-20% -$25.8K ﹤0.01% 1997
2024
Q3 		$134K Buy
2,082
+362
+21% +$22.2K ﹤0.01% 1724
2024
Q2 		$105K Buy
1,720
+150
+10% +$8.99K ﹤0.01% 1754
2024
Q1 		$91K Sell
1,570
-86
-5% -$4.83K ﹤0.01% 1818
2023
Q4 		$93.4K Buy
1,656
+531
+47% +$28.6K ﹤0.01% 1729
2023
Q3 		$59.4K Buy
1,125
+585
+108% +$31.8K ﹤0.01% 1830
2023
Q2 		$29.1K Hold
540
– – ﹤0.01% 2097
2023
Q1 		$28.6K Buy
+540
New +$28.7K ﹤0.01% 2097

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

Steward Partners Investment Advisory's AVEM Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 2,664% in Q1 2026, buying an estimated $3.13M and bringing the position to 39,058 shares worth $3.15M. The position accounts for 0.02% of the portfolio, ranked #687.

Steward Partners Investment Advisory first reported a position in AVEM in Q1 2023 and has held it in 13 quarters since. 914 funds tracked by Wall St. Rank hold AVEM as of Q1 2026.

  • Steward Partners Investment Advisory held 39,058 shares of Avantis Emerging Markets Equity ETF worth $3.15M as of Q1 2026.
  • Steward Partners Investment Advisory bought 37,645 Avantis Emerging Markets Equity ETF shares in Q1 2026, an estimated $3.13M.
  • Avantis Emerging Markets Equity ETF made up 0.02% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #687 holding.
  • Steward Partners Investment Advisory first reported a position in Avantis Emerging Markets Equity ETF in Q1 2023 and has held it in 13 quarters since.
  • 914 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.