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

Waypoint Wealth 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
Q2 		$30.1M Sell
439,373
-14,965
-3% -$943K 7.32% 4
2025
Q1 		$27.3M Buy
454,338
+14,194
+3% +$853K 7.56% 4
2024
Q4 		$25.9M Sell
440,144
-7,480
-2% -$466K 7.06% 4
2024
Q3 		$28.9M Buy
447,624
+5,655
+1% +$346K 7.68% 4
2024
Q2 		$27M Sell
441,969
-6,691
-1% -$401K 7.89% 4
2024
Q1 		$26M Buy
448,660
+7,037
+2% +$396K 7.4% 4
2023
Q4 		$24.9M Buy
441,623
+16,421
+4% +$883K 7.72% 4
2023
Q3 		$22.4M Buy
425,202
+10,264
+2% +$558K 7.79% 4
2023
Q2 		$22.3M Sell
414,938
-3,763
-0.9% -$200K 7.64% 4
2023
Q1 		$22.1M Buy
418,701
+3,700
+0.9% +$197K 7.9% 4
2022
Q4 		$20.9M Buy
415,001
+644
+0.2% +$31.5K 8.23% 4
2022
Q3 		$19M Buy
414,357
+44,628
+12% +$2.27M 8.02% 4
2022
Q2 		$19.2M Buy
369,729
+12,600
+4% +$698K 7.38% 4
2022
Q1 		$21.2M Buy
357,129
+32,402
+10% +$1.99M 7.74% 4
2021
Q4 		$20.6M Sell
324,727
-66,666
-17% -$4.29M 7.04% 4
2021
Q3 		$25.2M Buy
391,393
+78,808
+25% +$5.23M 9.45% 4
2021
Q2 		$21.7M Buy
312,585
+42,646
+16% +$2.9M 8.43% 5
2021
Q1 		$17.7M Sell
269,939
-4,658
-2% -$307K 12.92% 3
2020
Q4 		$17M Buy
+274,597
New +$15.6M 13.3% 3

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 $1.37T AUM 24.88% 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 $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

Waypoint Wealth Partners's AVEM Position: Q2 2025 in Review

Waypoint Wealth Partners reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 3.3% in Q2 2025, selling an estimated $943K and leaving 439,373 shares worth $30.1M. The position accounts for 7.32% of the portfolio, ranked #4.

Waypoint Wealth Partners first reported a position in AVEM in Q4 2020 and has held it in 19 quarters since. 581 funds tracked by Wall St. Rank hold AVEM as of Q2 2025.

  • Waypoint Wealth Partners held 439,373 shares of Avantis Emerging Markets Equity ETF worth $30.1M as of Q2 2025.
  • Waypoint Wealth Partners sold 14,965 Avantis Emerging Markets Equity ETF shares in Q2 2025, an estimated $943K.
  • Avantis Emerging Markets Equity ETF made up 7.32% of Waypoint Wealth Partners's portfolio in Q2 2025, its #4 holding.
  • Waypoint Wealth Partners first reported a position in Avantis Emerging Markets Equity ETF in Q4 2020 and has held it in 19 quarters since.
  • 581 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2025.

Based on Waypoint Wealth Partners's 13F filing for Q2 2025, filed 10 Jul 2025.