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 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 $34.1B AUM 22.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cerity Partners's AVEM Position: Q2 2026 in Review

Cerity Partners reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 24% in Q2 2026, selling an estimated $74.9M and leaving 2,558,075 shares worth $247M. The position accounts for 0.3% of the portfolio, ranked #67.

Cerity Partners first reported a position in AVEM in Q3 2023 and has held it in 12 quarters since. The position peaked at $272M in Q1 2026. 947 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Cerity Partners held 2,558,075 shares of Avantis Emerging Markets Equity ETF worth $247M as of Q2 2026.
Cerity Partners sold 812,381 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $74.9M.
Avantis Emerging Markets Equity ETF made up 0.3% of Cerity Partners's portfolio in Q2 2026, its #67 holding.
Cerity Partners first reported a position in Avantis Emerging Markets Equity ETF in Q3 2023 and has held it in 12 quarters since.
Cerity Partners's Avantis Emerging Markets Equity ETF position peaked at $272M in Q1 2026.
947 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.