Summit Trail Advisors’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Summit Trail 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 Q2	$1.07M	Buy	11,140 +896	+9%	+$82.6K	0.01%	959
2026 Q1	$825K	Sell	10,244 -4,258	-29%	-$354K	0.01%	999
2025 Q4	$1.12M	Hold	14,502	–	–	0.02%	756
2025 Q3	$1.09M	Buy	14,502 +4,502	+45%	+$322K	0.02%	785
2025 Q2	$685K	Buy	+10,000	New	+$630K	0.01%	607

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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

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

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

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

Summit Trail Advisors's AVEM Position: Q2 2026 in Review

Summit Trail Advisors increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 8.7% in Q2 2026, buying an estimated $82.6K and bringing the position to 11,140 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #959.

Summit Trail Advisors first reported a position in AVEM in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.12M in Q4 2025. 1,006 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Summit Trail Advisors held 11,140 shares of Avantis Emerging Markets Equity ETF worth $1.07M as of Q2 2026.
Summit Trail Advisors bought 896 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $82.6K.
Avantis Emerging Markets Equity ETF made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #959 holding.
Summit Trail Advisors first reported a position in Avantis Emerging Markets Equity ETF in Q2 2025 and has held it in 5 quarters since.
Summit Trail Advisors's Avantis Emerging Markets Equity ETF position peaked at $1.12M in Q4 2025.
1,006 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.