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Evelyn Partners Group Ltd’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Evelyn Partners Group Ltd’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 		$17.2M Buy
+178,307
New +$16.4M 0.04% 65

Other funds holding AVEM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Evelyn Partners Group Ltd's AVEM Position: Q2 2026 in Review

Evelyn Partners Group Ltd opened a new position in Avantis Emerging Markets Equity ETF (AVEM) in Q2 2026: 178,307 shares worth $17.2M. The stake represents 0.04% of the portfolio and ranks #65 among its holdings.

721 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • Evelyn Partners Group Ltd held 178,307 shares of Avantis Emerging Markets Equity ETF worth $17.2M as of Q2 2026.
  • Avantis Emerging Markets Equity ETF was a new Evelyn Partners Group Ltd position in Q2 2026.
  • Avantis Emerging Markets Equity ETF made up 0.04% of Evelyn Partners Group Ltd's portfolio in Q2 2026, its #65 holding.
  • 721 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Evelyn Partners Group Ltd's 13F filing for Q2 2026, filed 7 Aug 2026.