UMB Bank’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

UMB Bank’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	$739K	Buy	7,660 +423	+6%	+$39K	0.01%	407
2026 Q1	$583K	Buy	7,237 +987	+16%	+$82K	0.01%	442
2025 Q4	$481K	Sell	6,250 -80	-1%	-$6.12K	0.01%	477
2025 Q3	$475K	Hold	6,330	–	–	0.01%	436
2025 Q2	$434K	Buy	6,330 +80	+1%	+$5.04K	0.01%	436
2025 Q1	$376K	Hold	6,250	–	–	0.01%	451
2024 Q4	$367K	Hold	6,250	–	–	0.01%	453
2024 Q3	$404K	Sell	6,250 -51	-0.8%	-$3.12K	0.01%	435
2024 Q2	$385K	Buy	6,301 +51	+0.8%	+$3.06K	0.01%	433
2024 Q1	$362K	Hold	6,250	–	–	0.01%	454
2023 Q4	$352K	Hold	6,250	–	–	0.01%	467
2023 Q3	$330K	Buy	6,250 +1,450	+30%	+$78.8K	0.01%	464
2023 Q2	$258K	Hold	4,800	–	–	﹤0.01%	522
2023 Q1	$254K	Hold	4,800	–	–	﹤0.01%	524
2022 Q4	$242K	Buy	+4,800	New	+$235K	﹤0.01%	542

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

UMB Bank's AVEM Position: Q2 2026 in Review

UMB Bank increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 5.8% in Q2 2026, buying an estimated $39K and bringing the position to 7,660 shares worth $739K. The position accounts for 0.01% of the portfolio, ranked #407.

UMB Bank first reported a position in AVEM in Q4 2022 and has held it in 15 quarters since. 1,006 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

UMB Bank held 7,660 shares of Avantis Emerging Markets Equity ETF worth $739K as of Q2 2026.
UMB Bank bought 423 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $39K.
Avantis Emerging Markets Equity ETF made up 0.01% of UMB Bank's portfolio in Q2 2026, its #407 holding.
UMB Bank first reported a position in Avantis Emerging Markets Equity ETF in Q4 2022 and has held it in 15 quarters since.
1,006 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.