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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Willow Creek Wealth Management's AVEM Position: Q3 2025 in Review

Willow Creek Wealth Management increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 7.4% in Q3 2025, buying an estimated $30.4K and bringing the position to 6,189 shares worth $465K. The position accounts for 0.04% of the portfolio, ranked #112.

Willow Creek Wealth Management first reported a position in AVEM in Q4 2022 and has held it in 12 quarters since. 671 funds tracked by Wall St. Rank hold AVEM as of Q3 2025.

Willow Creek Wealth Management held 6,189 shares of Avantis Emerging Markets Equity ETF worth $465K as of Q3 2025.
Willow Creek Wealth Management bought 425 Avantis Emerging Markets Equity ETF shares in Q3 2025, an estimated $30.4K.
Avantis Emerging Markets Equity ETF made up 0.04% of Willow Creek Wealth Management's portfolio in Q3 2025, its #112 holding.
Willow Creek Wealth Management first reported a position in Avantis Emerging Markets Equity ETF in Q4 2022 and has held it in 12 quarters since.
671 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.