WCWM
AVEM icon

Willow Creek Wealth Management’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Willow Creek 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
2025
Q3 		$465K Buy
6,189
+425
+7% +$30.4K 0.04% 112
2025
Q2 		$395K Buy
5,764
+18
+0.3% +$1.13K 0.04% 114
2025
Q1 		$346K Hold
5,746
– – 0.03% 114
2024
Q4 		$338K Buy
5,746
+832
+17% +$51.8K 0.03% 117
2024
Q3 		$317K Buy
4,914
+796
+19% +$48.7K 0.03% 121
2024
Q2 		$252K Hold
4,118
– – 0.03% 137
2024
Q1 		$239K Hold
4,118
– – 0.03% 139
2023
Q4 		$232K Hold
4,118
– – 0.03% 134
2023
Q3 		$217K Hold
4,118
– – 0.03% 127
2023
Q2 		$222K Hold
4,118
– – 0.03% 135
2023
Q1 		$218K Hold
4,118
– – 0.03% 124
2022
Q4 		$208K Buy
+4,118
New +$201K 0.03% 127

Other funds holding AVEM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return