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

Liberty 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
2021
Q4 		– Sell
-1,530
Closed -$99K – 238
2021
Q3 		$99K Hold
1,530
– – 0.04% 289
2021
Q2 		$106K Buy
+1,530
New +$104K 0.04% 211

Other funds holding AVEM

WFA
Wipfli Financial Advisors Milwaukee, Wisconsin $1.42B AUM 20.63% 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
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
WWP
Waypoint Wealth Partners Mill Valley, California $411M AUM 14.09% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return

Liberty Wealth Management's AVEM Position: Q4 2021 in Review

Liberty Wealth Management sold out of Avantis Emerging Markets Equity ETF (AVEM) in Q4 2021, closing a stake of 1,530 shares — an estimated $99K sold.

Liberty Wealth Management first reported a position in AVEM in Q2 2021 and held it in 2 quarters. The position peaked at $106K in Q2 2021. 125 funds tracked by Wall St. Rank hold AVEM as of Q4 2021.

  • Liberty Wealth Management reported no remaining Avantis Emerging Markets Equity ETF position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 1,530 Avantis Emerging Markets Equity ETF shares in Q4 2021, an estimated $99K.
  • Liberty Wealth Management first reported a position in Avantis Emerging Markets Equity ETF in Q2 2021 and held it in 2 quarters.
  • Liberty Wealth Management's Avantis Emerging Markets Equity ETF position peaked at $106K in Q2 2021.
  • 125 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.