CAPTRUST Financial Advisors
AVEM icon

CAPTRUST Financial Advisors’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

CAPTRUST Financial Advisors’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
2026
Q1 		$441K Buy
5,472
+2,356
+76% +$196K ﹤0.01% 2118
2025
Q4 		$240K Sell
3,116
-2,553
-45% -$195K ﹤0.01% 2407
2025
Q3 		$426K Sell
5,669
-516
-8% -$36.9K ﹤0.01% 1924
2025
Q2 		$424K Sell
6,185
-209
-3% -$13.2K ﹤0.01% 1837
2025
Q1 		$385K Sell
6,394
-655
-9% -$39.4K ﹤0.01% 1802
2024
Q4 		$414K Buy
7,049
+3,586
+104% +$223K ﹤0.01% 1706
2024
Q3 		$224K Buy
+3,463
New +$212K ﹤0.01% 2069

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Mercer Global Advisors
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Morgan Stanley
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Wells Fargo
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Ameriprise
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return