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Cook Wealth’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Cook Wealth’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
2025
Q2 		– Sell
-169,416
Closed -$10.3M – 3
2025
Q1 		$10.3M Buy
+169,416
New +$10.2M 4.98% 7

Other funds holding AVEM

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return

Cook Wealth's AVEM Position: Q2 2025 in Review

Cook Wealth sold out of Avantis Emerging Markets Equity ETF (AVEM) in Q2 2025, closing a stake of 169,416 shares — an estimated $10.3M sold.

Cook Wealth first reported a position in AVEM in Q1 2025 and held it in 1 quarter. The position peaked at $10.3M in Q1 2025. 582 funds tracked by Wall St. Rank hold AVEM as of Q2 2025.

  • Cook Wealth reported no remaining Avantis Emerging Markets Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Cook Wealth sold 169,416 Avantis Emerging Markets Equity ETF shares in Q2 2025, an estimated $10.3M.
  • Cook Wealth first reported a position in Avantis Emerging Markets Equity ETF in Q1 2025 and held it in 1 quarter.
  • Cook Wealth's Avantis Emerging Markets Equity ETF position peaked at $10.3M in Q1 2025.
  • 582 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2025.

Based on Cook Wealth's 13F filing for Q2 2025.