BSW
AVEM icon

Buckingham Strategic Wealth’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Buckingham Strategic Wealth’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
2024
Q2 		$19.1M Sell
312,105
-656
-0.2% -$39.3K 0.2% 64
2024
Q1 		$18.1M Buy
312,761
+3,142
+1% +$177K 0.19% 67
2023
Q4 		$17.5M Buy
309,619
+51,984
+20% +$2.8M 0.21% 66
2023
Q3 		$13.6M Buy
257,635
+28,734
+13% +$1.56M 0.19% 64
2023
Q2 		$12.3M Buy
228,901
+95,041
+71% +$5.05M 0.18% 69
2023
Q1 		$6.75M Hold
133,860
– – 0.12% 94
2022
Q4 		$6.75M Buy
133,860
+44,026
+49% +$2.15M 0.12% 94
2022
Q3 		$4.13M Buy
89,834
+28,790
+47% +$1.47M 0.08% 116
2022
Q2 		$3.18M Buy
61,044
+15,202
+33% +$842K 0.06% 138
2022
Q1 		$2.72M Buy
45,842
+3,669
+9% +$225K 0.05% 146
2021
Q4 		$2.67M Buy
42,173
+11,699
+38% +$753K 0.05% 153
2021
Q3 		$1.97M Buy
30,474
+1,801
+6% +$119K 0.04% 174
2021
Q2 		$1.99M Buy
28,673
+5,142
+22% +$350K 0.05% 171
2021
Q1 		$1.55M Buy
23,531
+6,732
+40% +$444K 0.08% 186
2020
Q4 		$1.04M Buy
16,799
+1,122
+7% +$63.6K 0.05% 215
2020
Q3 		$811K Buy
15,677
+935
+6% +$48.4K 0.06% 204
2020
Q2 		$697K Buy
14,742
+6,319
+75% +$280K 0.07% 183
2020
Q1 		$335K Buy
+8,423
New +$418K 0.03% 320

Other funds holding AVEM

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Buckingham Strategic Wealth's AVEM Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 0.21% in Q2 2024, selling an estimated $39.3K and leaving 312,105 shares worth $19.1M. The position accounts for 0.2% of the portfolio, ranked #64.

Buckingham Strategic Wealth first reported a position in AVEM in Q1 2020 and has held it in 18 quarters since. 414 funds tracked by Wall St. Rank hold AVEM as of Q2 2024.

  • Buckingham Strategic Wealth held 312,105 shares of Avantis Emerging Markets Equity ETF worth $19.1M as of Q2 2024.
  • Buckingham Strategic Wealth sold 656 Avantis Emerging Markets Equity ETF shares in Q2 2024, an estimated $39.3K.
  • Avantis Emerging Markets Equity ETF made up 0.2% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #64 holding.
  • Buckingham Strategic Wealth first reported a position in Avantis Emerging Markets Equity ETF in Q1 2020 and has held it in 18 quarters since.
  • 414 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.