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BSW
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
Shares
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
$20.7B AUM
19.76%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
HTC
Haverford Trust Company
Radnor, Pennsylvania
$10.9B AUM
18.64%
1-Year Est. Return
AAS
Annex Advisory Services
Brookfield, Wisconsin
$5.86B AUM
21.83%
1-Year Est. Return
HighTower Advisors
Chicago, Illinois
$94.2B AUM
21.24%
1-Year Est. Return
Cerity Partners
New York
$70.8B AUM
21.68%
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
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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