CHA
AVEM icon

Carmichael Hill & Associates’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Carmichael Hill & Associates’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
Q3 		$6.66K Hold
103
– – ﹤0.01% 641
2024
Q2 		$6.29K Buy
103
+1
+1% +$60 ﹤0.01% 618
2024
Q1 		$5.92K Sell
102
-103
-50% -$5.79K ﹤0.01% 619
2023
Q4 		$11.6K Buy
205
+4
+2% +$215 ﹤0.01% 555
2023
Q3 		$10.6K Buy
201
+100
+99% +$5.43K ﹤0.01% 558
2023
Q2 		$5.44K Buy
101
+1
+1% +$53 ﹤0.01% 636
2023
Q1 		$5.29K Buy
+100
New +$5.31K ﹤0.01% 635

Other funds holding AVEM

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $10.9B AUM 18.64% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Carmichael Hill & Associates's AVEM Position: Q3 2024 in Review

Carmichael Hill & Associates held its Avantis Emerging Markets Equity ETF (AVEM) position steady in Q3 2024 at 103 shares worth $6.66K. The position accounts for ﹤0.01% of the portfolio, ranked #641.

Carmichael Hill & Associates first reported a position in AVEM in Q1 2023 and has held it in 7 quarters since. The position peaked at $11.6K in Q4 2023. 448 funds tracked by Wall St. Rank hold AVEM as of Q3 2024.

  • Carmichael Hill & Associates held 103 shares of Avantis Emerging Markets Equity ETF worth $6.66K as of Q3 2024.
  • Carmichael Hill & Associates left its Avantis Emerging Markets Equity ETF share count unchanged in Q3 2024.
  • Avantis Emerging Markets Equity ETF made up ﹤0.01% of Carmichael Hill & Associates's portfolio in Q3 2024, its #641 holding.
  • Carmichael Hill & Associates first reported a position in Avantis Emerging Markets Equity ETF in Q1 2023 and has held it in 7 quarters since.
  • Carmichael Hill & Associates's Avantis Emerging Markets Equity ETF position peaked at $11.6K in Q4 2023.
  • 448 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.