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M Holdings Securities’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

M Holdings Securities’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
Q3 		– Sell
-17,588
Closed -$1.07M – 122
2024
Q2 		$1.07M Buy
+17,588
New +$1.05M 0.14% 93

Other funds holding AVEM

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $11.6B AUM 18.97% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

M Holdings Securities's AVEM Position: Q3 2024 in Review

M Holdings Securities sold out of Avantis Emerging Markets Equity ETF (AVEM) in Q3 2024, closing a stake of 17,588 shares — an estimated $1.07M sold.

M Holdings Securities first reported a position in AVEM in Q2 2024 and held it in 1 quarter. The position peaked at $1.07M in Q2 2024. 449 funds tracked by Wall St. Rank hold AVEM as of Q3 2024.

  • M Holdings Securities reported no remaining Avantis Emerging Markets Equity ETF position as of Q3 2024 after selling out during the quarter.
  • M Holdings Securities sold 17,588 Avantis Emerging Markets Equity ETF shares in Q3 2024, an estimated $1.07M.
  • M Holdings Securities first reported a position in Avantis Emerging Markets Equity ETF in Q2 2024 and held it in 1 quarter.
  • M Holdings Securities's Avantis Emerging Markets Equity ETF position peaked at $1.07M in Q2 2024.
  • 449 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q3 2024.

Based on M Holdings Securities's 13F filing for Q3 2024, filed 12 Nov 2024.