Sunpointe’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Sunpointe’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	$2.67M	Buy	33,146 +23,840	+256%	+$1.98M	0.87%	28
2025 Q4	$717K	Hold	9,306	–	–	0.24%	90
2025 Q3	$699K	Hold	9,306	–	–	0.25%	94
2025 Q2	$638K	Sell	9,306 -204	-2%	-$12.8K	0.25%	92
2025 Q1	$572K	Hold	9,510	–	–	0.31%	73
2024 Q4	$559K	Buy	+9,510	New	+$592K	0.28%	78

Other funds holding AVEM

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Sunpointe's AVEM Position: Q1 2026 in Review

Sunpointe increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 256% in Q1 2026, buying an estimated $1.98M and bringing the position to 33,146 shares worth $2.67M. The position accounts for 0.87% of the portfolio, ranked #28.

Sunpointe first reported a position in AVEM in Q4 2024 and has held it in 6 quarters since. 914 funds tracked by Wall St. Rank hold AVEM as of Q1 2026.

Sunpointe held 33,146 shares of Avantis Emerging Markets Equity ETF worth $2.67M as of Q1 2026.
Sunpointe bought 23,840 Avantis Emerging Markets Equity ETF shares in Q1 2026, an estimated $1.98M.
Avantis Emerging Markets Equity ETF made up 0.87% of Sunpointe's portfolio in Q1 2026, its #28 holding.
Sunpointe first reported a position in Avantis Emerging Markets Equity ETF in Q4 2024 and has held it in 6 quarters since.
914 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2026.

Based on Sunpointe's 13F filing for Q1 2026, filed 21 Apr 2026.