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AVEM icon

Certuity’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Certuity’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
2024
Q3 		– Sell
-6,266
Closed -$383K – 362
2024
Q2 		$383K Buy
6,266
+58
+0.9% +$3.48K 0.03% 215
2024
Q1 		$360K Hold
6,208
– – 0.03% 218
2023
Q4 		$350K Buy
6,208
+126
+2% +$6.78K 0.04% 224
2023
Q3 		$321K Hold
6,082
– – 0.04% 186
2023
Q2 		$327K Sell
6,082
-10
-0.2% -$532 0.04% 189
2023
Q1 		$322K Hold
6,092
– – 0.05% 152
2022
Q4 		$307K Hold
6,092
– – 0.05% 153
2022
Q3 		$280K Hold
6,092
– – 0.07% 139
2022
Q2 		$319K Hold
6,092
– – 0.08% 138
2022
Q1 		$366K Buy
+6,092
New +$374K 0.08% 171

Other funds holding AVEM

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Certuity's AVEM Position: Q3 2024 in Review

Certuity sold out of Avantis Emerging Markets Equity ETF (AVEM) in Q3 2024, closing a stake of 6,266 shares — an estimated $383K sold.

Certuity first reported a position in AVEM in Q1 2022 and held it in 10 quarters. The position peaked at $383K in Q2 2024. 448 funds tracked by Wall St. Rank hold AVEM as of Q3 2024.

  • Certuity reported no remaining Avantis Emerging Markets Equity ETF position as of Q3 2024 after selling out during the quarter.
  • Certuity sold 6,266 Avantis Emerging Markets Equity ETF shares in Q3 2024, an estimated $383K.
  • Certuity first reported a position in Avantis Emerging Markets Equity ETF in Q1 2022 and held it in 10 quarters.
  • Certuity's Avantis Emerging Markets Equity ETF position peaked at $383K in Q2 2024.
  • 448 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q3 2024.

Based on Certuity's 13F filing for Q3 2024, filed 12 Nov 2024.