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Carroll Financial Associates’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Carroll Financial 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
2021
Q4 		– Sell
-80
Closed -$5K – 1622
2021
Q3 		$5K Buy
+80
New +$5.31K ﹤0.01% 1358

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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
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
WWP
Waypoint Wealth Partners Mill Valley, California $411M AUM 14.09% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return

Carroll Financial Associates's AVEM Position: Q4 2021 in Review

Carroll Financial Associates sold out of Avantis Emerging Markets Equity ETF (AVEM) in Q4 2021, closing a stake of 80 shares — an estimated $5K sold.

Carroll Financial Associates first reported a position in AVEM in Q3 2021 and held it in 1 quarter. The position peaked at $5K in Q3 2021. 126 funds tracked by Wall St. Rank hold AVEM as of Q4 2021.

  • Carroll Financial Associates reported no remaining Avantis Emerging Markets Equity ETF position as of Q4 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 80 Avantis Emerging Markets Equity ETF shares in Q4 2021, an estimated $5K.
  • Carroll Financial Associates first reported a position in Avantis Emerging Markets Equity ETF in Q3 2021 and held it in 1 quarter.
  • Carroll Financial Associates's Avantis Emerging Markets Equity ETF position peaked at $5K in Q3 2021.
  • 126 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.