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

Kingsview 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
2023
Q1 		– Sell
-30,920
Closed -$1.56M – 889
2022
Q4 		$1.56M Sell
30,920
-3,210
-9% -$157K 0.07% 269
2022
Q3 		$1.57M Sell
34,130
-660
-2% -$33.6K 0.07% 257
2022
Q2 		$1.81M Buy
+34,790
New +$1.93M 0.09% 236

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
WP
WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return

Kingsview Wealth Management's AVEM Position: Q1 2023 in Review

Kingsview Wealth Management sold out of Avantis Emerging Markets Equity ETF (AVEM) in Q1 2023, closing a stake of 30,920 shares — an estimated $1.56M sold.

Kingsview Wealth Management first reported a position in AVEM in Q2 2022 and held it in 3 quarters. The position peaked at $1.81M in Q2 2022. 263 funds tracked by Wall St. Rank hold AVEM as of Q1 2023.

  • Kingsview Wealth Management reported no remaining Avantis Emerging Markets Equity ETF position as of Q1 2023 after selling out during the quarter.
  • Kingsview Wealth Management sold 30,920 Avantis Emerging Markets Equity ETF shares in Q1 2023, an estimated $1.56M.
  • Kingsview Wealth Management first reported a position in Avantis Emerging Markets Equity ETF in Q2 2022 and held it in 3 quarters.
  • Kingsview Wealth Management's Avantis Emerging Markets Equity ETF position peaked at $1.81M in Q2 2022.
  • 263 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2023.

Based on Kingsview Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.