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

ORG 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
2025
Q1 		– Sell
-77
Closed -$4.61K – 1415
2024
Q4 		$4.61K Buy
77
+33
+75% +$2.05K ﹤0.01% 1012
2024
Q3 		$2.84K Buy
+44
New +$2.69K ﹤0.01% 930

Other funds holding AVEM

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 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

ORG Partners's AVEM Position: Q1 2025 in Review

ORG Partners sold out of Avantis Emerging Markets Equity ETF (AVEM) in Q1 2025, closing a stake of 77 shares — an estimated $4.61K sold.

ORG Partners first reported a position in AVEM in Q3 2024 and held it in 2 quarters. The position peaked at $4.61K in Q4 2024. 554 funds tracked by Wall St. Rank hold AVEM as of Q1 2025.

  • ORG Partners reported no remaining Avantis Emerging Markets Equity ETF position as of Q1 2025 after selling out during the quarter.
  • ORG Partners sold 77 Avantis Emerging Markets Equity ETF shares in Q1 2025, an estimated $4.61K.
  • ORG Partners first reported a position in Avantis Emerging Markets Equity ETF in Q3 2024 and held it in 2 quarters.
  • ORG Partners's Avantis Emerging Markets Equity ETF position peaked at $4.61K in Q4 2024.
  • 554 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2025.

Based on ORG Partners's 13F filing for Q1 2025, filed 21 Apr 2025.