Summit Wealth Partners’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Summit Wealth Partners’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	$6.34M	Buy	78,707 +2,509	+3%	+$208K	1%	29
2025 Q4	$5.87M	Buy	76,198 +3,092	+4%	+$237K	1.08%	28
2025 Q3	$5.49M	Buy	73,106 +2,799	+4%	+$200K	0.99%	27
2025 Q2	$4.82M	Buy	70,307 +13,613	+24%	+$857K	0.92%	27
2025 Q1	$3.41M	Buy	56,694 +11,552	+26%	+$695K	0.69%	36
2024 Q4	$2.65M	Buy	45,142 +4,233	+10%	+$263K	0.55%	41
2024 Q3	$2.64M	Buy	40,909 +7,617	+23%	+$466K	0.51%	41
2024 Q2	$2.03M	Buy	33,292 +14,850	+81%	+$890K	0.42%	46
2024 Q1	$1.07M	Buy	18,442 +13,904	+306%	+$782K	0.23%	74
2023 Q4	$256K	Buy	+4,538	New	+$244K	0.06%	181

Other funds holding AVEM

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B 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 San Diego, California $376B AUM 19.32% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return