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Dowling & Yahnke’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Dowling & Yahnke’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
2022
Q3 		$364K Buy
+7,932
New +$404K 0.02% 301
2022
Q2 		– Sell
-3,472
Closed -$206K – 375
2022
Q1 		$206K Hold
3,472
– – 0.01% 358
2021
Q4 		$220K Buy
+3,472
New +$224K 0.01% 358

Other funds holding AVEM

WFA
Wipfli Financial Advisors Milwaukee, Wisconsin $1.42B AUM 20.63% 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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Dowling & Yahnke's AVEM Position: Q3 2022 in Review

Dowling & Yahnke opened a new position in Avantis Emerging Markets Equity ETF (AVEM) in Q3 2022: 7,932 shares worth $364K. The stake represents 0.02% of the portfolio and ranks #301 among its holdings. This is a return to the name: Dowling & Yahnke previously reported a position in AVEM as recently as Q1 2022.

Dowling & Yahnke first reported a position in AVEM in Q4 2021 and has held it in 3 quarters since. 186 funds tracked by Wall St. Rank hold AVEM as of Q3 2022.

  • Dowling & Yahnke held 7,932 shares of Avantis Emerging Markets Equity ETF worth $364K as of Q3 2022.
  • Avantis Emerging Markets Equity ETF was a new Dowling & Yahnke position in Q3 2022.
  • Avantis Emerging Markets Equity ETF made up 0.02% of Dowling & Yahnke's portfolio in Q3 2022, its #301 holding.
  • Dowling & Yahnke first reported a position in Avantis Emerging Markets Equity ETF in Q4 2021 and has held it in 3 quarters since.
  • 186 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q3 2022.

Based on Dowling & Yahnke's 13F filing for Q3 2022, filed 3 Nov 2022.