Baldrige Asset Management’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Baldrige Asset 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 Q1	$105K	Hold	1,990	–	–	0.04%	141
2022 Q4	$100K	Hold	1,990	–	–	0.04%	139
2022 Q3	$91K	Sell	1,990 -141	-7%	-$7.18K	0.04%	137
2022 Q2	$111K	Hold	2,131	–	–	0.05%	130
2022 Q1	$126K	Hold	2,131	–	–	0.05%	126
2021 Q4	$135K	Sell	2,131 -16	-0.7%	-$1.03K	0.05%	124
2021 Q3	$139K	Hold	2,147	–	–	0.06%	118
2021 Q2	$149K	Buy	+2,147	New	+$146K	0.06%	113

Other funds holding AVEM

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return

Baldrige Asset Management's AVEM Position: Q1 2023 in Review

Baldrige Asset Management held its Avantis Emerging Markets Equity ETF (AVEM) position steady in Q1 2023 at 1,990 shares worth $105K. The position accounts for 0.04% of the portfolio, ranked #141.

Baldrige Asset Management first reported a position in AVEM in Q2 2021 and has held it in 8 quarters since. The position peaked at $149K in Q2 2021. 263 funds tracked by Wall St. Rank hold AVEM as of Q1 2023.

Baldrige Asset Management held 1,990 shares of Avantis Emerging Markets Equity ETF worth $105K as of Q1 2023.
Baldrige Asset Management left its Avantis Emerging Markets Equity ETF share count unchanged in Q1 2023.
Avantis Emerging Markets Equity ETF made up 0.04% of Baldrige Asset Management's portfolio in Q1 2023, its #141 holding.
Baldrige Asset Management first reported a position in Avantis Emerging Markets Equity ETF in Q2 2021 and has held it in 8 quarters since.
Baldrige Asset Management's Avantis Emerging Markets Equity ETF position peaked at $149K in Q2 2021.
263 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.