AWG
AVEM icon

Altus Wealth Group’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Altus Wealth Group’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
Q1 		– Sell
-11,024
Closed -$622K – 142
2023
Q4 		$622K Buy
11,024
+253
+2% +$13.6K 0.34% 71
2023
Q3 		$569K Sell
10,771
-604
-5% -$32.8K 0.36% 68
2023
Q2 		$612K Sell
11,375
-59
-0.5% -$3.14K 0.38% 71
2023
Q1 		$605K Sell
11,434
-523
-4% -$27.8K 0.41% 64
2022
Q4 		$603K Buy
11,957
+300
+3% +$14.7K 0.46% 59
2022
Q3 		$752K Hold
11,657
– – 0.75% 36
2022
Q2 		$752K Sell
11,657
-39
-0.3% -$2.16K 0.75% 36
2022
Q1 		$693K Sell
11,696
-70
-0.6% -$4.29K 0.57% 39
2021
Q4 		$745K Buy
11,766
+109
+0.9% +$7.02K 0.61% 42
2021
Q3 		$752K Buy
11,657
+63
+0.5% +$4.18K 0.75% 36
2021
Q2 		$806K Buy
11,594
+203
+2% +$13.8K 0.79% 32
2021
Q1 		$759K Buy
11,391
+1,535
+16% +$101K 0.75% 32
2020
Q4 		$609K Buy
+9,856
New +$559K 0.58% 33

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
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
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Altus Wealth Group's AVEM Position: Q1 2024 in Review

Altus Wealth Group sold out of Avantis Emerging Markets Equity ETF (AVEM) in Q1 2024, closing a stake of 11,024 shares — an estimated $622K sold.

Altus Wealth Group first reported a position in AVEM in Q4 2020 and held it in 13 quarters. The position peaked at $806K in Q2 2021. 384 funds tracked by Wall St. Rank hold AVEM as of Q1 2024.

  • Altus Wealth Group reported no remaining Avantis Emerging Markets Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Altus Wealth Group sold 11,024 Avantis Emerging Markets Equity ETF shares in Q1 2024, an estimated $622K.
  • Altus Wealth Group first reported a position in Avantis Emerging Markets Equity ETF in Q4 2020 and held it in 13 quarters.
  • Altus Wealth Group's Avantis Emerging Markets Equity ETF position peaked at $806K in Q2 2021.
  • 384 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2024.

Based on Altus Wealth Group's 13F filing for Q1 2024, filed 2 May 2024.