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Capital A Wealth Management’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Capital A Wealth Management’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
Q2 		– Sell
-57,310
Closed -$3.45M – 451
2025
Q1 		$3.45M Buy
+57,310
New +$3.45M 3.61% 8

Other funds holding AVEM

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

Capital A Wealth Management's AVEM Position: Q2 2025 in Review

Capital A Wealth Management sold out of Avantis Emerging Markets Equity ETF (AVEM) in Q2 2025, closing a stake of 57,310 shares — an estimated $3.45M sold.

Capital A Wealth Management first reported a position in AVEM in Q1 2025 and held it in 1 quarter. The position peaked at $3.45M in Q1 2025. 581 funds tracked by Wall St. Rank hold AVEM as of Q2 2025.

  • Capital A Wealth Management reported no remaining Avantis Emerging Markets Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 57,310 Avantis Emerging Markets Equity ETF shares in Q2 2025, an estimated $3.45M.
  • Capital A Wealth Management first reported a position in Avantis Emerging Markets Equity ETF in Q1 2025 and held it in 1 quarter.
  • Capital A Wealth Management's Avantis Emerging Markets Equity ETF position peaked at $3.45M in Q1 2025.
  • 581 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.