Marquette Asset Management’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Marquette Asset 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 Q3	–	Sell	-478	Closed	-$25.7K	–	287
2023 Q2	$25.7K	Hold	478	–	–	0.01%	174
2023 Q1	$25.3K	Sell	478 -1,084	-69%	-$57.6K	0.01%	162
2022 Q4	$78.8K	Buy	1,562 +209	+15%	+$10.2K	0.02%	126
2022 Q3	$62K	Hold	1,353	–	–	0.02%	132
2022 Q2	$70K	Hold	1,353	–	–	0.02%	147
2022 Q1	$80K	Hold	1,353	–	–	0.02%	164
2021 Q4	$86K	Hold	1,353	–	–	0.02%	158
2021 Q3	$87K	Buy	+1,353	New	+$89.7K	0.02%	149

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

Marquette Asset Management's AVEM Position: Q3 2023 in Review

Marquette Asset Management sold out of Avantis Emerging Markets Equity ETF (AVEM) in Q3 2023, closing a stake of 478 shares — an estimated $25.7K sold.

Marquette Asset Management first reported a position in AVEM in Q3 2021 and held it in 8 quarters. The position peaked at $87K in Q3 2021. 293 funds tracked by Wall St. Rank hold AVEM as of Q3 2023.

Marquette Asset Management reported no remaining Avantis Emerging Markets Equity ETF position as of Q3 2023 after selling out during the quarter.
Marquette Asset Management sold 478 Avantis Emerging Markets Equity ETF shares in Q3 2023, an estimated $25.7K.
Marquette Asset Management first reported a position in Avantis Emerging Markets Equity ETF in Q3 2021 and held it in 8 quarters.
Marquette Asset Management's Avantis Emerging Markets Equity ETF position peaked at $87K in Q3 2021.
293 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q3 2023.

Based on Marquette Asset Management's 13F filing for Q3 2023, filed 27 Oct 2023.