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Westbourne Investments’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Westbourne Investments’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
Q3 		– Sell
-4,717
Closed -$323K – 131
2025
Q2 		$323K Sell
4,717
-55
-1% -$3.46K 0.17% 101
2025
Q1 		$287K Sell
4,772
-3,560
-43% -$214K 0.17% 109
2024
Q4 		$488K Buy
+8,332
New +$519K 0.29% 70

Other funds holding AVEM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Westbourne Investments's AVEM Position: Q3 2025 in Review

Westbourne Investments sold out of Avantis Emerging Markets Equity ETF (AVEM) in Q3 2025, closing a stake of 4,717 shares — an estimated $323K sold.

Westbourne Investments first reported a position in AVEM in Q4 2024 and held it in 3 quarters. The position peaked at $488K in Q4 2024. 671 funds tracked by Wall St. Rank hold AVEM as of Q3 2025.

  • Westbourne Investments reported no remaining Avantis Emerging Markets Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Westbourne Investments sold 4,717 Avantis Emerging Markets Equity ETF shares in Q3 2025, an estimated $323K.
  • Westbourne Investments first reported a position in Avantis Emerging Markets Equity ETF in Q4 2024 and held it in 3 quarters.
  • Westbourne Investments's Avantis Emerging Markets Equity ETF position peaked at $488K in Q4 2024.
  • 671 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q3 2025.

Based on Westbourne Investments's 13F filing for Q3 2025, filed 6 Nov 2025.