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Executive Wealth Management’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Executive Wealth Management’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
Q4 		$15.2M Sell
258,183
-549
-0.2% -$34.2K 1.19% 21
2024
Q3 		$16.7M Buy
+258,732
New +$15.8M 1.31% 19
2024
Q2 		– Sell
-24,694
Closed -$1.44M – 134
2024
Q1 		$1.44M Buy
+24,694
New +$1.39M 0.13% 117

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Executive Wealth Management's AVEM Position: Q4 2024 in Review

Executive Wealth Management reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 0.21% in Q4 2024, selling an estimated $34.2K and leaving 258,183 shares worth $15.2M. The position accounts for 1.19% of the portfolio, ranked #21.

Executive Wealth Management first reported a position in AVEM in Q1 2024 and has held it in 3 quarters since. The position peaked at $16.7M in Q3 2024. 513 funds tracked by Wall St. Rank hold AVEM as of Q4 2024.

  • Executive Wealth Management held 258,183 shares of Avantis Emerging Markets Equity ETF worth $15.2M as of Q4 2024.
  • Executive Wealth Management sold 549 Avantis Emerging Markets Equity ETF shares in Q4 2024, an estimated $34.2K.
  • Avantis Emerging Markets Equity ETF made up 1.19% of Executive Wealth Management's portfolio in Q4 2024, its #21 holding.
  • Executive Wealth Management first reported a position in Avantis Emerging Markets Equity ETF in Q1 2024 and has held it in 3 quarters since.
  • Executive Wealth Management's Avantis Emerging Markets Equity ETF position peaked at $16.7M in Q3 2024.
  • 513 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.