CPWM
AVEM icon

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

Cardinal Point 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
2021
Q3 		$440K Hold
6,825
– – 0.21% 25
2021
Q2 		$475K Sell
6,825
-125
-2% -$8.5K 0.21% 29
2021
Q1 		$457K Buy
6,950
+750
+12% +$49.5K 0.23% 26
2020
Q4 		$378K Buy
+6,200
New +$352K 0.19% 27

Other funds holding AVEM

WFA
Wipfli Financial Advisors Milwaukee, Wisconsin $1.42B AUM 20.63% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
WWP
Waypoint Wealth Partners Mill Valley, California $411M AUM 14.09% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
WFA
Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return

Cardinal Point Wealth Management's AVEM Position: Q3 2021 in Review

Cardinal Point Wealth Management held its Avantis Emerging Markets Equity ETF (AVEM) position steady in Q3 2021 at 6,825 shares worth $440K. The position accounts for 0.21% of the portfolio, ranked #25.

Cardinal Point Wealth Management first reported a position in AVEM in Q4 2020 and has held it in 4 quarters since. The position peaked at $475K in Q2 2021. 95 funds tracked by Wall St. Rank hold AVEM as of Q3 2021.

  • Cardinal Point Wealth Management held 6,825 shares of Avantis Emerging Markets Equity ETF worth $440K as of Q3 2021.
  • Cardinal Point Wealth Management left its Avantis Emerging Markets Equity ETF share count unchanged in Q3 2021.
  • Avantis Emerging Markets Equity ETF made up 0.21% of Cardinal Point Wealth Management's portfolio in Q3 2021, its #25 holding.
  • Cardinal Point Wealth Management first reported a position in Avantis Emerging Markets Equity ETF in Q4 2020 and has held it in 4 quarters since.
  • Cardinal Point Wealth Management's Avantis Emerging Markets Equity ETF position peaked at $475K in Q2 2021.
  • 95 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q3 2021.

Based on Cardinal Point Wealth Management's 13F filing for Q3 2021, filed 5 Nov 2021.