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Gradient Capital Advisors’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Gradient Capital Advisors’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
Q2 		– Sell
-4,378
Closed -$260K – 114
2022
Q1 		$260K Buy
+4,378
New +$269K 0.11% 106

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 $194B AUM 35% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
WWP
Waypoint Wealth Partners Mill Valley, California $411M AUM 14.09% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Gradient Capital Advisors's AVEM Position: Q2 2022 in Review

Gradient Capital Advisors sold out of Avantis Emerging Markets Equity ETF (AVEM) in Q2 2022, closing a stake of 4,378 shares — an estimated $260K sold.

Gradient Capital Advisors first reported a position in AVEM in Q1 2022 and held it in 1 quarter. The position peaked at $260K in Q1 2022. 174 funds tracked by Wall St. Rank hold AVEM as of Q2 2022.

  • Gradient Capital Advisors reported no remaining Avantis Emerging Markets Equity ETF position as of Q2 2022 after selling out during the quarter.
  • Gradient Capital Advisors sold 4,378 Avantis Emerging Markets Equity ETF shares in Q2 2022, an estimated $260K.
  • Gradient Capital Advisors first reported a position in Avantis Emerging Markets Equity ETF in Q1 2022 and held it in 1 quarter.
  • Gradient Capital Advisors's Avantis Emerging Markets Equity ETF position peaked at $260K in Q1 2022.
  • 174 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2022.

Based on Gradient Capital Advisors's 13F filing for Q2 2022, filed 18 Jul 2022.