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Cherry Tree Wealth Management’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Cherry Tree 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
2026
Q1 		$5.9M Sell
73,251
-1,468
-2% -$122K 1.25% 26
2025
Q4 		$5.75M Buy
74,719
+1,038
+1% +$79.5K 1.22% 26
2025
Q3 		$5.53M Buy
73,681
+4,103
+6% +$293K 1.21% 26
2025
Q2 		$4.77M Buy
69,578
+1,385
+2% +$87.2K 1.11% 29
2025
Q1 		$4.1M Buy
68,193
+1,261
+2% +$75.8K 0.99% 30
2024
Q4 		$3.93M Sell
66,932
-646
-1% -$40.2K 0.97% 31
2024
Q3 		$4.37M Buy
67,578
+2,270
+3% +$139K 1.03% 29
2024
Q2 		$3.99M Buy
65,308
+1,962
+3% +$118K 1% 27
2024
Q1 		$3.67M Buy
63,346
+3,876
+7% +$218K 0.92% 28
2023
Q4 		$3.35M Buy
59,470
+4,484
+8% +$241K 0.9% 28
2023
Q3 		$2.9M Buy
54,986
+3,082
+6% +$167K 0.85% 27
2023
Q2 		$2.79M Buy
+51,904
New +$2.76M 0.81% 30

Other funds holding AVEM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cherry Tree Wealth Management's AVEM Position: Q1 2026 in Review

Cherry Tree Wealth Management reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 2% in Q1 2026, selling an estimated $122K and leaving 73,251 shares worth $5.9M. The position accounts for 1.25% of the portfolio, ranked #26.

Cherry Tree Wealth Management first reported a position in AVEM in Q2 2023 and has held it in 12 quarters since. 917 funds tracked by Wall St. Rank hold AVEM as of Q1 2026.

  • Cherry Tree Wealth Management held 73,251 shares of Avantis Emerging Markets Equity ETF worth $5.9M as of Q1 2026.
  • Cherry Tree Wealth Management sold 1,468 Avantis Emerging Markets Equity ETF shares in Q1 2026, an estimated $122K.
  • Avantis Emerging Markets Equity ETF made up 1.25% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #26 holding.
  • Cherry Tree Wealth Management first reported a position in Avantis Emerging Markets Equity ETF in Q2 2023 and has held it in 12 quarters since.
  • 917 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.