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Brainard Capital Management’s Avantis Emerging Markets Value ETF AVES Stock Holding History

Brainard Capital 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
2023
Q1 		$4.48M Buy
104,827
+21,857
+26% +$942K 3.42% 8
2022
Q4 		$3.4M Buy
+82,970
New +$3.33M 2.88% 10

Other funds holding AVES

MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
MWP
Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return
RLIM
Red Lighthouse Investment Management New York $336M AUM 26.75% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
NCM
Northland Capital Management Virginia, Minnesota $186M AUM 16.43% 1-Year Est. Return
FDDB
Fidelity D&D Bancorp Dunmore, Pennsylvania $291M AUM 20.72% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

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

Brainard Capital Management increased its Avantis Emerging Markets Value ETF (AVES) stake by 26% in Q1 2023, buying an estimated $942K and bringing the position to 104,827 shares worth $4.48M. The position accounts for 3.42% of the portfolio, ranked #8.

Brainard Capital Management first reported a position in AVES in Q4 2022 and has held it in 2 quarters since. 59 funds tracked by Wall St. Rank hold AVES as of Q1 2023.

  • Brainard Capital Management held 104,827 shares of Avantis Emerging Markets Value ETF worth $4.48M as of Q1 2023.
  • Brainard Capital Management bought 21,857 Avantis Emerging Markets Value ETF shares in Q1 2023, an estimated $942K.
  • Avantis Emerging Markets Value ETF made up 3.42% of Brainard Capital Management's portfolio in Q1 2023, its #8 holding.
  • Brainard Capital Management first reported a position in Avantis Emerging Markets Value ETF in Q4 2022 and has held it in 2 quarters since.
  • 59 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q1 2023.

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