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

Janiczek 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
2022
Q4 		– Sell
-2,241
Closed -$104K – 1036
2022
Q3 		$104K Hold
2,241
– – 0.03% 188
2022
Q2 		$116K Buy
+2,241
New +$124K 0.03% 186

Other funds holding AVEM

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Janiczek Wealth Management's AVEM Position: Q4 2022 in Review

Janiczek Wealth Management sold out of Avantis Emerging Markets Equity ETF (AVEM) in Q4 2022, closing a stake of 2,241 shares — an estimated $104K sold.

Janiczek Wealth Management first reported a position in AVEM in Q2 2022 and held it in 2 quarters. The position peaked at $116K in Q2 2022. 223 funds tracked by Wall St. Rank hold AVEM as of Q4 2022.

  • Janiczek Wealth Management reported no remaining Avantis Emerging Markets Equity ETF position as of Q4 2022 after selling out during the quarter.
  • Janiczek Wealth Management sold 2,241 Avantis Emerging Markets Equity ETF shares in Q4 2022, an estimated $104K.
  • Janiczek Wealth Management first reported a position in Avantis Emerging Markets Equity ETF in Q2 2022 and held it in 2 quarters.
  • Janiczek Wealth Management's Avantis Emerging Markets Equity ETF position peaked at $116K in Q2 2022.
  • 223 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q4 2022.

Based on Janiczek Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.