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BlackDiamond Wealth Management’s Avantis Emerging Markets Value ETF AVES Stock Holding History

BlackDiamond Wealth Management’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
Q2 		– Sell
-5,848
Closed -$277K – 147
2024
Q1 		$277K Sell
5,848
-29
-0.5% -$1.33K 0.2% 115
2023
Q4 		$266K Buy
+5,877
New +$259K 0.2% 111

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ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
RLIM
Red Lighthouse Investment Management New York $296M AUM 22.04% 1-Year Est. Return
MWP
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BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
Jane Street
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AHC
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BlackDiamond Wealth Management's AVES Position: Q2 2024 in Review

BlackDiamond Wealth Management sold out of Avantis Emerging Markets Value ETF (AVES) in Q2 2024, closing a stake of 5,848 shares — an estimated $277K sold.

BlackDiamond Wealth Management first reported a position in AVES in Q4 2023 and held it in 2 quarters. The position peaked at $277K in Q1 2024. 94 funds tracked by Wall St. Rank hold AVES as of Q2 2024.

  • BlackDiamond Wealth Management reported no remaining Avantis Emerging Markets Value ETF position as of Q2 2024 after selling out during the quarter.
  • BlackDiamond Wealth Management sold 5,848 Avantis Emerging Markets Value ETF shares in Q2 2024, an estimated $277K.
  • BlackDiamond Wealth Management first reported a position in Avantis Emerging Markets Value ETF in Q4 2023 and held it in 2 quarters.
  • BlackDiamond Wealth Management's Avantis Emerging Markets Value ETF position peaked at $277K in Q1 2024.
  • 94 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q2 2024.

Based on BlackDiamond Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.