First Ascent Asset Management’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

First Ascent Asset 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
2023 Q4	$4.03M	Buy	71,431 +4,344	+6%	+$234K	0.45%	33
2023 Q3	$3.54M	Buy	67,087 +8,093	+14%	+$440K	0.46%	31
2023 Q2	$3.17M	Buy	58,994 +2,750	+5%	+$146K	0.42%	35
2023 Q1	$2.97M	Buy	56,244 +1,854	+3%	+$98.5K	0.44%	32
2022 Q4	$2.74M	Buy	+54,390	New	+$2.66M	0.42%	31

Other funds holding AVEM

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

First Ascent Asset Management's AVEM Position: Q4 2023 in Review

First Ascent Asset Management increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 6.5% in Q4 2023, buying an estimated $234K and bringing the position to 71,431 shares worth $4.03M. The position accounts for 0.45% of the portfolio, ranked #33.

First Ascent Asset Management first reported a position in AVEM in Q4 2022 and has held it in 5 quarters since. 361 funds tracked by Wall St. Rank hold AVEM as of Q4 2023.

First Ascent Asset Management held 71,431 shares of Avantis Emerging Markets Equity ETF worth $4.03M as of Q4 2023.
First Ascent Asset Management bought 4,344 Avantis Emerging Markets Equity ETF shares in Q4 2023, an estimated $234K.
Avantis Emerging Markets Equity ETF made up 0.45% of First Ascent Asset Management's portfolio in Q4 2023, its #33 holding.
First Ascent Asset Management first reported a position in Avantis Emerging Markets Equity ETF in Q4 2022 and has held it in 5 quarters since.
361 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q4 2023.

Based on First Ascent Asset Management's 13F filing for Q4 2023, filed 5 Feb 2024.