AVEM β€” Avantis Emerging Markets Equity ETF

Ownership history in MassMutual Private Wealth & Trust, FSB  Β·  6 quarters on record

AI Ownership Summary

MassMutual Private Wealth & Trust, FSB reported Avantis Emerging Markets Equity ETF (AVEM) in 6 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.56% in 2026 Q1. The latest visible filing shows AVEM at 0.56% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AVEM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MassMutual Private Wealth & Trust, FSB's position in Avantis Emerging Markets Equity ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AVEM was reported at 0.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.56% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MassMutual Private Wealth & Trust, FSB held AVEM β€” position size vs. price
% of Fund (quarterly)    AVEM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 254,834 -3,473 -1.3% 0.56% $20.5M 2026-04-13 $86.73
2025 Q4 REDUCED 258,307 -2,958 -1.1% 0.51% $19.9M 2026-01-07 $79.66
2025 Q3 REDUCED 261,265 -12 -0.0% 0.50% $19.6M 2025-10-22 $75.04
2025 Q2 ADDED 261,277 +10,657 +4.3% 0.48% $17.9M 2025-07-09 $67.73
2025 Q1 ADDED 250,620 +250,596 +1044150.0% 0.44% $15.1M 2025-04-01 $59.00
2024 Q3 INITIATED 24 β€” β€” 0.00% $2K 2024-10-02 $62.95

FAQ About MassMutual Private Wealth & Trust, FSB and AVEM

These are the practical questions this page is built to answer before you even open the full history table.

How long has MassMutual Private Wealth & Trust, FSB reported owning AVEM?

MassMutual Private Wealth & Trust, FSB reported AVEM across 6 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported AVEM position in MassMutual Private Wealth & Trust, FSB's portfolio?

The largest reported portfolio weight for AVEM was 0.56% in 2026 Q1.

What is the latest reported AVEM position on this page?

The most recent filing on this page is 2026 Q1, when MassMutual Private Wealth & Trust, FSB reported 254,834 shares, equal to 0.56% of portfolio, with an estimated market value of $20.5M.

What does the chart on this AVEM ownership page compare?

The chart compares MassMutual Private Wealth & Trust, FSB's quarterly AVEM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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