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

ICA Group 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
Q2 		– Sell
-19
Closed -$1.1K – 820
2024
Q1 		$1.1K Hold
19
– – ﹤0.01% 1235
2023
Q4 		$1.07K Buy
+19
New +$1.02K ﹤0.01% 1226
2023
Q3 		– Sell
-19
Closed -$1.02K – 302
2023
Q2 		$1.02K Hold
19
– – ﹤0.01% 1193
2023
Q1 		$1K Hold
19
– – ﹤0.01% 1146
2022
Q4 		$959 Buy
+19
New +$929 ﹤0.01% 1179

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
Morgan Stanley
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ICA Group Wealth Management's AVEM Position: Q2 2024 in Review

ICA Group Wealth Management sold out of Avantis Emerging Markets Equity ETF (AVEM) in Q2 2024, closing a stake of 19 shares — an estimated $1.1K sold.

ICA Group Wealth Management first reported a position in AVEM in Q4 2022 and held it in 5 quarters. The position peaked at $1.1K in Q1 2024. 413 funds tracked by Wall St. Rank hold AVEM as of Q2 2024.

  • ICA Group Wealth Management reported no remaining Avantis Emerging Markets Equity ETF position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 19 Avantis Emerging Markets Equity ETF shares in Q2 2024, an estimated $1.1K.
  • ICA Group Wealth Management first reported a position in Avantis Emerging Markets Equity ETF in Q4 2022 and held it in 5 quarters.
  • ICA Group Wealth Management's Avantis Emerging Markets Equity ETF position peaked at $1.1K in Q1 2024.
  • 413 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.