Intelligent Financial Strategies’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Intelligent Financial Strategies’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 Q1	–	Sell	-195	Closed	-$11K	–	86
2023 Q4	$11K	Hold	195	–	–	0.01%	76
2023 Q3	$10.3K	Hold	195	–	–	0.01%	87
2023 Q2	$10.5K	Hold	195	–	–	0.01%	87
2023 Q1	$10.3K	Sell	195 -8,720	-98%	-$463K	0.01%	90
2022 Q4	$450K	Sell	8,915 -4,903	-35%	-$240K	0.38%	35
2022 Q3	$635K	Sell	13,818 -3,350	-20%	-$171K	0.67%	33
2022 Q2	$893K	Buy	+17,168	New	+$951K	0.91%	24

Other funds holding AVEM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

HTC

Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

Intelligent Financial Strategies's AVEM Position: Q1 2024 in Review

Intelligent Financial Strategies sold out of Avantis Emerging Markets Equity ETF (AVEM) in Q1 2024, closing a stake of 195 shares — an estimated $11K sold.

Intelligent Financial Strategies first reported a position in AVEM in Q2 2022 and held it in 7 quarters. The position peaked at $893K in Q2 2022. 385 funds tracked by Wall St. Rank hold AVEM as of Q1 2024.

Intelligent Financial Strategies reported no remaining Avantis Emerging Markets Equity ETF position as of Q1 2024 after selling out during the quarter.
Intelligent Financial Strategies sold 195 Avantis Emerging Markets Equity ETF shares in Q1 2024, an estimated $11K.
Intelligent Financial Strategies first reported a position in Avantis Emerging Markets Equity ETF in Q2 2022 and held it in 7 quarters.
Intelligent Financial Strategies's Avantis Emerging Markets Equity ETF position peaked at $893K in Q2 2022.
385 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2024.

Based on Intelligent Financial Strategies's 13F filing for Q1 2024, filed 29 Apr 2024.