Cardinal Point Wealth Management
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

Wipfli Financial Advisors
Wipfli Financial Advisors Milwaukee, Wisconsin $1.42B AUM 20.63% 1-Year Est. Return
Pure Financial Advisors
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Symmetry Partners
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
Foster & Motley
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return
Waypoint Wealth Partners
Waypoint Wealth Partners Mill Valley, California $411M AUM 14.09% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Larson Financial Group
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Websterrogers Financial Advisors
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. 96 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.
  • 96 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.