Cardinal Point Capital Management’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Cardinal Point Capital 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
2024 Q1	–	Sell	-11,085	Closed	-$625K	–	74
2023 Q4	$625K	Buy	11,085 +970	+10%	+$52.2K	0.15%	35
2023 Q3	$534K	Buy	10,115 +1,930	+24%	+$105K	0.14%	43
2023 Q2	$440K	Sell	8,185 -7,292	-47%	-$388K	0.13%	46
2023 Q1	$819K	Buy	15,477 +5,382	+53%	+$286K	0.25%	38
2022 Q4	$509K	Buy	+10,095	New	+$494K	0.18%	42

Other funds holding AVEM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

HTC

Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Cardinal Point Capital Management's AVEM Position: Q1 2024 in Review

Cardinal Point Capital Management sold out of Avantis Emerging Markets Equity ETF (AVEM) in Q1 2024, closing a stake of 11,085 shares — an estimated $625K sold.

Cardinal Point Capital Management first reported a position in AVEM in Q4 2022 and held it in 5 quarters. The position peaked at $819K in Q1 2023. 384 funds tracked by Wall St. Rank hold AVEM as of Q1 2024.

Cardinal Point Capital Management reported no remaining Avantis Emerging Markets Equity ETF position as of Q1 2024 after selling out during the quarter.
Cardinal Point Capital Management sold 11,085 Avantis Emerging Markets Equity ETF shares in Q1 2024, an estimated $625K.
Cardinal Point Capital Management first reported a position in Avantis Emerging Markets Equity ETF in Q4 2022 and held it in 5 quarters.
Cardinal Point Capital Management's Avantis Emerging Markets Equity ETF position peaked at $819K in Q1 2023.
384 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2024.

Based on Cardinal Point Capital Management's 13F filing for Q1 2024, filed 24 Apr 2024.