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WIM
Westside Investment Management’s
Avantis Emerging Markets Equity ETF
AVEM
Stock Holding History
Westside Investment Management’s Portfolio
AVEM Stock Details
AVEM Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$326K
Buy
4,042
+1,205
+42%
+$100K
0.05%
233
2025
Q4
$219K
Buy
2,837
+227
+9%
+$17.4K
0.04%
272
2025
Q3
$196K
Hold
2,610
–
–
0.03%
291
2025
Q2
$179K
Buy
2,610
+1,110
+74%
+$69.9K
0.03%
266
2025
Q1
$90.3K
Buy
1,500
+660
+79%
+$39.7K
0.02%
323
2024
Q4
$49.4K
Hold
840
–
–
0.01%
410
2024
Q3
$54.3K
Hold
840
–
–
0.01%
391
2024
Q2
$51.3K
Hold
840
–
–
0.01%
388
2024
Q1
$48.7K
Hold
840
–
–
0.01%
383
2023
Q4
$47.4K
Buy
840
+740
+740%
+$39.8K
0.01%
367
2023
Q3
$5.28K
Hold
100
–
–
﹤0.01%
684
2023
Q2
$5.38K
Hold
100
–
–
﹤0.01%
687
2023
Q1
$5.29K
Buy
+100
New
+$5.31K
﹤0.01%
688
Other funds holding AVEM
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
SC
Savant Capital
Rockford, Illinois
$20.7B AUM
19.76%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Mercer Global Advisors
Denver, Colorado
$67.6B AUM
18.3%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
Jones Financial Companies
Des Peres, Missouri
$208B AUM
16.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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