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

Cardinal Point Wealth Management Partners’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
2023 Q1	$819K	Buy	15,477 +5,382	+53%	+$286K	0.25%	38
2022 Q4	$509K	Sell	10,095 -304	-3%	-$14.9K	0.18%	42
2022 Q3	$487K	Sell	10,399 -3,451	-25%	-$176K	0.23%	31
2022 Q2	$721K	Sell	13,850 -1,825	-12%	-$101K	0.35%	27
2022 Q1	$929K	Buy	15,675 +6,950	+80%	+$426K	0.41%	24
2021 Q4	$552K	Buy	+8,725	New	+$562K	0.24%	26

Other funds holding AVEM

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return

Cardinal Point Wealth Management Partners's AVEM Position: Q1 2023 in Review

Cardinal Point Wealth Management Partners increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 53% in Q1 2023, buying an estimated $286K and bringing the position to 15,477 shares worth $819K. The position accounts for 0.25% of the portfolio, ranked #38.

Cardinal Point Wealth Management Partners first reported a position in AVEM in Q4 2021 and has held it in 6 quarters since. The position peaked at $929K in Q1 2022. 263 funds tracked by Wall St. Rank hold AVEM as of Q1 2023.

Cardinal Point Wealth Management Partners held 15,477 shares of Avantis Emerging Markets Equity ETF worth $819K as of Q1 2023.
Cardinal Point Wealth Management Partners bought 5,382 Avantis Emerging Markets Equity ETF shares in Q1 2023, an estimated $286K.
Avantis Emerging Markets Equity ETF made up 0.25% of Cardinal Point Wealth Management Partners's portfolio in Q1 2023, its #38 holding.
Cardinal Point Wealth Management Partners first reported a position in Avantis Emerging Markets Equity ETF in Q4 2021 and has held it in 6 quarters since.
Cardinal Point Wealth Management Partners's Avantis Emerging Markets Equity ETF position peaked at $929K in Q1 2022.
263 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2023.

Based on Cardinal Point Wealth Management Partners's 13F filing for Q1 2023, filed 10 May 2023.