Cerity Partners’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Cerity 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
2026 Q3	$228M	Sell	2,422,086 -135,989	-5%	-$12.6M	0.26%	73
2026 Q2	$247M	Sell	2,558,075 -812,381	-24%	-$74.9M	0.3%	67
2026 Q1	$272M	Buy	3,370,456 +484,198	+17%	+$40.2M	0.38%	44
2025 Q4	$223M	Buy	2,886,258 +199,045	+7%	+$15.2M	0.33%	59
2025 Q3	$202M	Buy	2,687,213 +72,106	+3%	+$5.15M	0.33%	59
2025 Q2	$180M	Buy	2,615,107 +319,867	+14%	+$20.1M	0.32%	58
2025 Q1	$138M	Buy	2,295,240 +100,298	+5%	+$6.03M	0.28%	75
2024 Q4	$129M	Buy	2,194,942 +60,499	+3%	+$3.77M	0.28%	77
2024 Q3	$138M	Buy	2,134,443 +506,778	+31%	+$31M	0.31%	68
2024 Q2	$99.4M	Buy	1,627,665 +42,565	+3%	+$2.55M	0.26%	79
2024 Q1	$91.9M	Sell	1,585,100 -32,332	-2%	-$1.82M	0.24%	88
2023 Q4	$91.2M	Sell	1,617,432 -23,206	-1%	-$1.25M	0.3%	75
2023 Q3	$86.6M	Buy	+1,640,638	New	+$89.1M	0.42%	56

Other funds holding AVEM

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Cerity Partners's AVEM Position: Q3 2026 in Review

Cerity Partners reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 5.3% in Q3 2026, selling an estimated $12.6M and leaving 2,422,086 shares worth $228M. The position accounts for 0.26% of the portfolio, ranked #73.

Cerity Partners first reported a position in AVEM in Q3 2023 and has held it in 13 quarters since. The position peaked at $272M in Q1 2026. 963 funds tracked by Wall St. Rank hold AVEM as of Q3 2026.

Cerity Partners held 2,422,086 shares of Avantis Emerging Markets Equity ETF worth $228M as of Q3 2026.
Cerity Partners sold 135,989 Avantis Emerging Markets Equity ETF shares in Q3 2026, an estimated $12.6M.
Avantis Emerging Markets Equity ETF made up 0.26% of Cerity Partners's portfolio in Q3 2026, its #73 holding.
Cerity Partners first reported a position in Avantis Emerging Markets Equity ETF in Q3 2023 and has held it in 13 quarters since.
Cerity Partners's Avantis Emerging Markets Equity ETF position peaked at $272M in Q1 2026.
963 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q3 2026.

Based on Cerity Partners's 13F filing for Q3 2026, filed 13 Nov 2026.