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Summit X LLC’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Summit X LLC’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
2025
Q3 		– Sell
-158,086
Closed -$10.8M – 13
2025
Q2 		$10.8M Buy
158,086
+69,995
+79% +$4.41M 2.02% 13
2025
Q1 		$5.3M Buy
88,091
+75,046
+575% +$4.51M 1.11% 21
2024
Q4 		$767K Buy
13,045
+2,680
+26% +$167K 0.17% 95
2024
Q3 		$633K Sell
10,365
-2,427
-19% -$149K 0.15% 106
2024
Q2 		$785K Buy
12,792
+4,617
+56% +$277K 0.18% 95
2024
Q1 		$474K Buy
8,175
+1,187
+17% +$66.7K 0.12% 120
2023
Q4 		$394K Sell
6,988
-1,701
-20% -$91.5K 0.11% 123
2023
Q3 		$459K Buy
8,689
+1,435
+20% +$78K 0.15% 108
2023
Q2 		$390K Buy
+7,254
New +$386K 0.09% 185

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return