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Brainard Capital Management’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Brainard Capital 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 		$307K Hold
5,808
– – 0.24% 56
2022
Q4 		$293K Buy
+5,808
New +$284K 0.25% 59

Other funds holding AVEM

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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 $11.6B AUM 18.97% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
WP
WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return

Brainard Capital Management's AVEM Position: Q1 2023 in Review

Brainard Capital Management held its Avantis Emerging Markets Equity ETF (AVEM) position steady in Q1 2023 at 5,808 shares worth $307K. The position accounts for 0.24% of the portfolio, ranked #56.

Brainard Capital Management first reported a position in AVEM in Q4 2022 and has held it in 2 quarters since. 264 funds tracked by Wall St. Rank hold AVEM as of Q1 2023.

  • Brainard Capital Management held 5,808 shares of Avantis Emerging Markets Equity ETF worth $307K as of Q1 2023.
  • Brainard Capital Management left its Avantis Emerging Markets Equity ETF share count unchanged in Q1 2023.
  • Avantis Emerging Markets Equity ETF made up 0.24% of Brainard Capital Management's portfolio in Q1 2023, its #56 holding.
  • Brainard Capital Management first reported a position in Avantis Emerging Markets Equity ETF in Q4 2022 and has held it in 2 quarters since.
  • 264 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2023.

Based on Brainard Capital Management's 13F filing for Q1 2023, filed 9 May 2023.