Balasa Dinverno & Foltz’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Balasa Dinverno & Foltz’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
2022 Q3	$13.6M	Buy	+295,979	New	+$15.1M	0.86%	22

Other funds holding AVEM

Wipfli Financial Advisors Milwaukee, Wisconsin $1.42B AUM 20.63% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

HighTower Advisors

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

Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Balasa Dinverno & Foltz's AVEM Position: Q3 2022 in Review

Balasa Dinverno & Foltz opened a new position in Avantis Emerging Markets Equity ETF (AVEM) in Q3 2022: 295,979 shares worth $13.6M. The stake represents 0.86% of the portfolio and ranks #22 among its holdings.

185 funds tracked by Wall St. Rank hold AVEM as of Q3 2022.

Balasa Dinverno & Foltz held 295,979 shares of Avantis Emerging Markets Equity ETF worth $13.6M as of Q3 2022.
Avantis Emerging Markets Equity ETF was a new Balasa Dinverno & Foltz position in Q3 2022.
Avantis Emerging Markets Equity ETF made up 0.86% of Balasa Dinverno & Foltz's portfolio in Q3 2022, its #22 holding.
185 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q3 2022.

Based on Balasa Dinverno & Foltz's 13F filing for Q3 2022, filed 25 Oct 2022.