Summit Portfolio Management’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Summit Portfolio Management’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	$3.92M	Buy	+48,625	New	+$4.04M	2.52%	11

Other funds holding AVEM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Summit Portfolio Management's AVEM Position: Q1 2026 in Review

Summit Portfolio Management opened a new position in Avantis Emerging Markets Equity ETF (AVEM) in Q1 2026: 48,625 shares worth $3.92M. The stake represents 2.52% of the portfolio and ranks #11 among its holdings.

917 funds tracked by Wall St. Rank hold AVEM as of Q1 2026.

Summit Portfolio Management held 48,625 shares of Avantis Emerging Markets Equity ETF worth $3.92M as of Q1 2026.
Avantis Emerging Markets Equity ETF was a new Summit Portfolio Management position in Q1 2026.
Avantis Emerging Markets Equity ETF made up 2.52% of Summit Portfolio Management's portfolio in Q1 2026, its #11 holding.
917 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2026.

Based on Summit Portfolio Management's 13F filing for Q1 2026, filed 30 Apr 2026.