AWM
AVEM icon

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

Accel 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
2023
Q3 		– Sell
-4,138
Closed -$223K – 169
2023
Q2 		$223K Buy
+4,138
New +$220K 0.12% 150

Other funds holding AVEM

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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Accel Wealth Management's AVEM Position: Q3 2023 in Review

Accel Wealth Management sold out of Avantis Emerging Markets Equity ETF (AVEM) in Q3 2023, closing a stake of 4,138 shares — an estimated $223K sold.

Accel Wealth Management first reported a position in AVEM in Q2 2023 and held it in 1 quarter. The position peaked at $223K in Q2 2023. 293 funds tracked by Wall St. Rank hold AVEM as of Q3 2023.

  • Accel Wealth Management reported no remaining Avantis Emerging Markets Equity ETF position as of Q3 2023 after selling out during the quarter.
  • Accel Wealth Management sold 4,138 Avantis Emerging Markets Equity ETF shares in Q3 2023, an estimated $223K.
  • Accel Wealth Management first reported a position in Avantis Emerging Markets Equity ETF in Q2 2023 and held it in 1 quarter.
  • Accel Wealth Management's Avantis Emerging Markets Equity ETF position peaked at $223K in Q2 2023.
  • 293 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q3 2023.

Based on Accel Wealth Management's 13F filing for Q3 2023, filed 19 Oct 2023.