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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
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
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

Summit Trail Advisors's AVEM Position: Q1 2026 in Review

Summit Trail Advisors reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 29% in Q1 2026, selling an estimated $354K and leaving 10,244 shares worth $825K. The position accounts for 0.01% of the portfolio, ranked #999.

Summit Trail Advisors first reported a position in AVEM in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.12M in Q4 2025. 914 funds tracked by Wall St. Rank hold AVEM as of Q1 2026.

  • Summit Trail Advisors held 10,244 shares of Avantis Emerging Markets Equity ETF worth $825K as of Q1 2026.
  • Summit Trail Advisors sold 4,258 Avantis Emerging Markets Equity ETF shares in Q1 2026, an estimated $354K.
  • Avantis Emerging Markets Equity ETF made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #999 holding.
  • Summit Trail Advisors first reported a position in Avantis Emerging Markets Equity ETF in Q2 2025 and has held it in 4 quarters since.
  • Summit Trail Advisors's Avantis Emerging Markets Equity ETF position peaked at $1.12M in Q4 2025.
  • 914 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.