KCS Wealth Advisory’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

KCS Wealth Advisory’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 Q3	–	Sell	-6,593	Closed	-$355K	–	135
2023 Q2	$355K	Buy	6,593 +295	+5%	+$15.7K	0.12%	123
2023 Q1	$333K	Buy	6,298 +292	+5%	+$15.5K	0.13%	118
2022 Q4	$303K	Buy	6,006 +437	+8%	+$21.4K	0.13%	122
2022 Q3	$256K	Buy	5,569 +1,307	+31%	+$66.5K	0.12%	130
2022 Q2	$222K	Buy	+4,262	New	+$236K	0.1%	143

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

KCS Wealth Advisory's AVEM Position: Q3 2023 in Review

KCS Wealth Advisory sold out of Avantis Emerging Markets Equity ETF (AVEM) in Q3 2023, closing a stake of 6,593 shares — an estimated $355K sold.

KCS Wealth Advisory first reported a position in AVEM in Q2 2022 and held it in 5 quarters. The position peaked at $355K in Q2 2023. 293 funds tracked by Wall St. Rank hold AVEM as of Q3 2023.

KCS Wealth Advisory reported no remaining Avantis Emerging Markets Equity ETF position as of Q3 2023 after selling out during the quarter.
KCS Wealth Advisory sold 6,593 Avantis Emerging Markets Equity ETF shares in Q3 2023, an estimated $355K.
KCS Wealth Advisory first reported a position in Avantis Emerging Markets Equity ETF in Q2 2022 and held it in 5 quarters.
KCS Wealth Advisory's Avantis Emerging Markets Equity ETF position peaked at $355K in Q2 2023.
293 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q3 2023.

Based on KCS Wealth Advisory's 13F filing for Q3 2023, filed 3 Nov 2023.