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Grey Fox Wealth Advisors’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Grey Fox Wealth 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
2023
Q2 		– Sell
-836
Closed -$44.2K – 130
2023
Q1 		$44.2K Buy
+836
New +$44.4K 0.03% 196

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

Grey Fox Wealth Advisors's AVEM Position: Q2 2023 in Review

Grey Fox Wealth Advisors sold out of Avantis Emerging Markets Equity ETF (AVEM) in Q2 2023, closing a stake of 836 shares — an estimated $44.2K sold.

Grey Fox Wealth Advisors first reported a position in AVEM in Q1 2023 and held it in 1 quarter. The position peaked at $44.2K in Q1 2023. 273 funds tracked by Wall St. Rank hold AVEM as of Q2 2023.

  • Grey Fox Wealth Advisors reported no remaining Avantis Emerging Markets Equity ETF position as of Q2 2023 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 836 Avantis Emerging Markets Equity ETF shares in Q2 2023, an estimated $44.2K.
  • Grey Fox Wealth Advisors first reported a position in Avantis Emerging Markets Equity ETF in Q1 2023 and held it in 1 quarter.
  • Grey Fox Wealth Advisors's Avantis Emerging Markets Equity ETF position peaked at $44.2K in Q1 2023.
  • 273 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2023.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.