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All Season Financial Advisors’s Avantis Emerging Markets Value ETF AVES Stock Holding History

All Season Financial Advisors’s Portfolio AVES Stock Details AVES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$843K Buy
16,176
+1,622
+11% +$79.6K 0.72% 37
2024
Q2 		$709K Buy
14,554
+2,201
+18% +$107K 0.64% 37
2024
Q1 		$585K Buy
12,353
+1,392
+13% +$64.1K 0.49% 56
2023
Q4 		$504K Buy
10,961
+2,725
+33% +$120K 0.43% 67
2023
Q3 		$358K Sell
8,236
-328
-4% -$14.5K 0.36% 71
2023
Q2 		$374K Buy
8,564
+1,849
+28% +$80K 0.34% 69
2023
Q1 		$287K Buy
6,715
+690
+11% +$29.7K 0.26% 94
2022
Q4 		$247K Buy
+6,025
New +$242K 0.22% 108

Other funds holding AVES

MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
MWP
Meredith Wealth Planning Maryville, Illinois $369M AUM 23.26% 1-Year Est. Return
RLIM
Red Lighthouse Investment Management New York $296M AUM 22.04% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

All Season Financial Advisors increased its Avantis Emerging Markets Value ETF (AVES) stake by 11% in Q3 2024, buying an estimated $79.6K and bringing the position to 16,176 shares worth $843K. The position accounts for 0.72% of the portfolio, ranked #37.

All Season Financial Advisors first reported a position in AVES in Q4 2022 and has held it in 8 quarters since. 105 funds tracked by Wall St. Rank hold AVES as of Q3 2024.

  • All Season Financial Advisors held 16,176 shares of Avantis Emerging Markets Value ETF worth $843K as of Q3 2024.
  • All Season Financial Advisors bought 1,622 Avantis Emerging Markets Value ETF shares in Q3 2024, an estimated $79.6K.
  • Avantis Emerging Markets Value ETF made up 0.72% of All Season Financial Advisors's portfolio in Q3 2024, its #37 holding.
  • All Season Financial Advisors first reported a position in Avantis Emerging Markets Value ETF in Q4 2022 and has held it in 8 quarters since.
  • 105 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q3 2024.

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