Buckingham Strategic Wealth’s Avantis Emerging Markets Value ETF AVES Stock Holding History

Buckingham Strategic Wealth’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	$909K	Buy	18,640 +48	+0.3%	+$2.33K	0.01%	346
2024 Q1	$881K	Buy	18,592 +22	+0.1%	+$1.01K	0.01%	356
2023 Q4	$854K	Buy	18,570 +605	+3%	+$26.6K	0.01%	349
2023 Q3	$780K	Buy	17,965 +184	+1%	+$8.14K	0.01%	333
2023 Q2	$776K	Buy	17,781 +3,039	+21%	+$131K	0.01%	335
2023 Q1	$604K	Hold	14,742	–	–	0.01%	342
2022 Q4	$604K	Buy	+14,742	New	+$592K	0.01%	344
2022 Q3	–	Sell	-6,490	Closed	-$274K	–	614
2022 Q2	$274K	Sell	6,490 -523	-7%	-$24K	0.01%	485
2022 Q1	$344K	Buy	+7,013	New	+$349K	0.01%	435

Other funds holding AVES

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Meredith Wealth Planning Maryville, Illinois $369M AUM 23.26% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

BWP

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

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

Buckingham Strategic Wealth increased its Avantis Emerging Markets Value ETF (AVES) stake by 0.26% in Q2 2024, buying an estimated $2.33K and bringing the position to 18,640 shares worth $909K. The position accounts for 0.01% of the portfolio, ranked #346.

Buckingham Strategic Wealth first reported a position in AVES in Q1 2022 and has held it in 9 quarters since. 94 funds tracked by Wall St. Rank hold AVES as of Q2 2024.

Buckingham Strategic Wealth held 18,640 shares of Avantis Emerging Markets Value ETF worth $909K as of Q2 2024.
Buckingham Strategic Wealth bought 48 Avantis Emerging Markets Value ETF shares in Q2 2024, an estimated $2.33K.
Avantis Emerging Markets Value ETF made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #346 holding.
Buckingham Strategic Wealth first reported a position in Avantis Emerging Markets Value ETF in Q1 2022 and has held it in 9 quarters since.
94 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q2 2024.

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