All Season Financial Advisors’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

All Season Financial Advisors’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
2024 Q3	$1.41M	Buy	21,768 +1,764	+9%	+$108K	1.2%	26
2024 Q2	$1.22M	Buy	20,004 +2,134	+12%	+$128K	1.11%	25
2024 Q1	$1.04M	Buy	17,870 +2,080	+13%	+$117K	0.86%	30
2023 Q4	$890K	Buy	15,790 +3,851	+32%	+$207K	0.76%	33
2023 Q3	$630K	Sell	11,939 -998	-8%	-$54.2K	0.64%	40
2023 Q2	$696K	Buy	12,937 +419	+3%	+$22.3K	0.62%	36
2023 Q1	$662K	Buy	12,518 +890	+8%	+$47.3K	0.6%	40
2022 Q4	$587K	Buy	+11,628	New	+$569K	0.52%	49
2022 Q3	–	Sell	-10,539	Closed	-$548K	–	103
2022 Q2	$548K	Buy	10,539 +1,684	+19%	+$93.3K	0.47%	48
2022 Q1	$525K	Buy	8,855 +2,101	+31%	+$129K	0.37%	58
2021 Q4	$428K	Buy	+6,754	New	+$435K	0.3%	75

Other funds holding AVEM

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

HTC

Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

All Season Financial Advisors's AVEM Position: Q3 2024 in Review

All Season Financial Advisors increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 8.8% in Q3 2024, buying an estimated $108K and bringing the position to 21,768 shares worth $1.41M. The position accounts for 1.2% of the portfolio, ranked #26.

All Season Financial Advisors first reported a position in AVEM in Q4 2021 and has held it in 11 quarters since. 448 funds tracked by Wall St. Rank hold AVEM as of Q3 2024.

All Season Financial Advisors held 21,768 shares of Avantis Emerging Markets Equity ETF worth $1.41M as of Q3 2024.
All Season Financial Advisors bought 1,764 Avantis Emerging Markets Equity ETF shares in Q3 2024, an estimated $108K.
Avantis Emerging Markets Equity ETF made up 1.2% of All Season Financial Advisors's portfolio in Q3 2024, its #26 holding.
All Season Financial Advisors first reported a position in Avantis Emerging Markets Equity ETF in Q4 2021 and has held it in 11 quarters since.
448 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q3 2024.

Based on All Season Financial Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.