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Wealthspire Advisors (New York)’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-126
Closed -$9.46K – 1183
2025
Q3 		$9.46K Buy
+126
New +$9K ﹤0.01% 2048

Other funds holding AVEM

AF
Align Financial Hermantown, Minnesota $202M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wealthspire Advisors (New York)'s AVEM Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Avantis Emerging Markets Equity ETF (AVEM) in Q4 2025, closing a stake of 126 shares — an estimated $9.46K sold.

Wealthspire Advisors (New York) first reported a position in AVEM in Q3 2025 and held it in 1 quarter. The position peaked at $9.46K in Q3 2025. 799 funds tracked by Wall St. Rank hold AVEM as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Avantis Emerging Markets Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 126 Avantis Emerging Markets Equity ETF shares in Q4 2025, an estimated $9.46K.
  • Wealthspire Advisors (New York) first reported a position in Avantis Emerging Markets Equity ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Avantis Emerging Markets Equity ETF position peaked at $9.46K in Q3 2025.
  • 799 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.