Tortoise Investment Management’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Tortoise Investment Management’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	$11.7M	Sell	121,127 -2,228	-2%	-$205K	0.87%	40
2026 Q1	$9.94M	Buy	123,355 +2,921	+2%	+$243K	0.82%	44
2025 Q4	$9.28M	Sell	120,434 -1,521	-1%	-$116K	0.81%	41
2025 Q3	$9.16M	Buy	121,955 +330	+0.3%	+$23.6K	0.82%	41
2025 Q2	$8.34M	Buy	121,625 +17,608	+17%	+$1.11M	0.8%	42
2025 Q1	$6.26M	Buy	104,017 +5,053	+5%	+$304K	0.65%	50
2024 Q4	$5.82M	Buy	98,964 +7,608	+8%	+$474K	0.61%	51
2024 Q3	$5.9M	Buy	91,356 +7,662	+9%	+$469K	0.62%	47
2024 Q2	$5.11M	Buy	83,694 +2,312	+3%	+$139K	0.58%	44
2024 Q1	$4.72M	Buy	81,382 +10,296	+14%	+$579K	0.57%	48
2023 Q4	$4.01M	Buy	71,086 +7,804	+12%	+$420K	0.54%	50
2023 Q3	$3.34M	Buy	63,282 +5,314	+9%	+$289K	0.5%	51
2023 Q2	$3.12M	Buy	57,968 +4,229	+8%	+$225K	0.46%	56
2023 Q1	$2.84M	Buy	53,739 +5,001	+10%	+$266K	0.45%	53
2022 Q4	$2.46M	Buy	48,738 +22,394	+85%	+$1.1M	0.43%	58
2022 Q3	$1.21M	Buy	26,344 +12,945	+97%	+$659K	0.24%	83
2022 Q2	$697K	Buy	13,399 +8,286	+162%	+$459K	0.14%	103
2022 Q1	$303K	Sell	5,113 -9,544	-65%	-$586K	0.06%	142
2021 Q4	$928K	Buy	14,657 +8,847	+152%	+$570K	0.17%	85
2021 Q3	$375K	Buy	5,810 +4,030	+226%	+$267K	0.08%	120
2021 Q2	$124K	Buy	+1,780	New	+$121K	0.03%	189

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

Tortoise Investment Management's AVEM Position: Q2 2026 in Review

Tortoise Investment Management reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 1.8% in Q2 2026, selling an estimated $205K and leaving 121,127 shares worth $11.7M. The position accounts for 0.87% of the portfolio, ranked #40.

Tortoise Investment Management first reported a position in AVEM in Q2 2021 and has held it in 21 quarters since. 1,009 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Tortoise Investment Management held 121,127 shares of Avantis Emerging Markets Equity ETF worth $11.7M as of Q2 2026.
Tortoise Investment Management sold 2,228 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $205K.
Avantis Emerging Markets Equity ETF made up 0.87% of Tortoise Investment Management's portfolio in Q2 2026, its #40 holding.
Tortoise Investment Management first reported a position in Avantis Emerging Markets Equity ETF in Q2 2021 and has held it in 21 quarters since.
1,009 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.