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Mach-1 Financial Group’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Mach-1 Financial Group’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
Q2 		– Sell
-68
Closed -$3.6M – 198
2023
Q1 		$3.6M Buy
+68
New +$3.61K 0.02% 200
2022
Q4 		– Sell
-68
Closed -$3K – 182
2022
Q3 		$3K Hold
68
– – ﹤0.01% 299
2022
Q2 		$3K Buy
+68
New +$3.77K ﹤0.01% 329

Other funds holding AVEM

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 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
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

Mach-1 Financial Group's AVEM Position: Q2 2023 in Review

Mach-1 Financial Group sold out of Avantis Emerging Markets Equity ETF (AVEM) in Q2 2023, closing a stake of 68 shares — an estimated $3.6M sold.

Mach-1 Financial Group first reported a position in AVEM in Q2 2022 and held it in 3 quarters. The position peaked at $3.6M in Q1 2023. 273 funds tracked by Wall St. Rank hold AVEM as of Q2 2023.

  • Mach-1 Financial Group reported no remaining Avantis Emerging Markets Equity ETF position as of Q2 2023 after selling out during the quarter.
  • Mach-1 Financial Group sold 68 Avantis Emerging Markets Equity ETF shares in Q2 2023, an estimated $3.6M.
  • Mach-1 Financial Group first reported a position in Avantis Emerging Markets Equity ETF in Q2 2022 and held it in 3 quarters.
  • Mach-1 Financial Group's Avantis Emerging Markets Equity ETF position peaked at $3.6M in Q1 2023.
  • 273 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2023.

Based on Mach-1 Financial Group's 13F filing for Q2 2023, filed 28 Jul 2023.