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Cassilly Financial Group’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Cassilly Financial Group’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
Q3 		– Sell
-6,220
Closed -$600K – 79
2026
Q2 		$600K Sell
6,220
-2,705
-30% -$249K 0.44% 43
2026
Q1 		$719K Buy
8,925
+80
+0.9% +$6.64K 0.62% 38
2025
Q4 		$681K Buy
+8,845
New +$677K 0.6% 38

Other funds holding AVEM

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
HWA
Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Cassilly Financial Group's AVEM Position: Q3 2026 in Review

Cassilly Financial Group sold out of Avantis Emerging Markets Equity ETF (AVEM) in Q3 2026, closing a stake of 6,220 shares — an estimated $600K sold.

Cassilly Financial Group first reported a position in AVEM in Q4 2025 and held it in 3 quarters. The position peaked at $719K in Q1 2026. 36 funds tracked by Wall St. Rank hold AVEM as of Q3 2026.

  • Cassilly Financial Group reported no remaining Avantis Emerging Markets Equity ETF position as of Q3 2026 after selling out during the quarter.
  • Cassilly Financial Group sold 6,220 Avantis Emerging Markets Equity ETF shares in Q3 2026, an estimated $600K.
  • Cassilly Financial Group first reported a position in Avantis Emerging Markets Equity ETF in Q4 2025 and held it in 3 quarters.
  • Cassilly Financial Group's Avantis Emerging Markets Equity ETF position peaked at $719K in Q1 2026.
  • 36 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q3 2026.

Based on Cassilly Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.