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Heritage Financial Services’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Heritage Financial Services’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 		– Sell
-1,426
Closed -$74K – 88
2022
Q2 		$74K Buy
+1,426
New +$79K 0.04% 132

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Heritage Financial Services's AVEM Position: Q3 2022 in Review

Heritage Financial Services sold out of Avantis Emerging Markets Equity ETF (AVEM) in Q3 2022, closing a stake of 1,426 shares — an estimated $74K sold.

Heritage Financial Services first reported a position in AVEM in Q2 2022 and held it in 1 quarter. The position peaked at $74K in Q2 2022. 185 funds tracked by Wall St. Rank hold AVEM as of Q3 2022.

  • Heritage Financial Services reported no remaining Avantis Emerging Markets Equity ETF position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 1,426 Avantis Emerging Markets Equity ETF shares in Q3 2022, an estimated $74K.
  • Heritage Financial Services first reported a position in Avantis Emerging Markets Equity ETF in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's Avantis Emerging Markets Equity ETF position peaked at $74K in Q2 2022.
  • 185 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.