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McIlrath & Eck’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

McIlrath & Eck’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
Q4 		– Sell
-13,513
Closed -$713K – 927
2023
Q3 		$713K Buy
13,513
+11,381
+534% +$618K 0.14% 52
2023
Q2 		$115K Buy
+2,132
New +$113K 0.02% 154

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 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

McIlrath & Eck's AVEM Position: Q4 2023 in Review

McIlrath & Eck sold out of Avantis Emerging Markets Equity ETF (AVEM) in Q4 2023, closing a stake of 13,513 shares — an estimated $713K sold.

McIlrath & Eck first reported a position in AVEM in Q2 2023 and held it in 2 quarters. The position peaked at $713K in Q3 2023. 361 funds tracked by Wall St. Rank hold AVEM as of Q4 2023.

  • McIlrath & Eck reported no remaining Avantis Emerging Markets Equity ETF position as of Q4 2023 after selling out during the quarter.
  • McIlrath & Eck sold 13,513 Avantis Emerging Markets Equity ETF shares in Q4 2023, an estimated $713K.
  • McIlrath & Eck first reported a position in Avantis Emerging Markets Equity ETF in Q2 2023 and held it in 2 quarters.
  • McIlrath & Eck's Avantis Emerging Markets Equity ETF position peaked at $713K in Q3 2023.
  • 361 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q4 2023.

Based on McIlrath & Eck's 13F filing for Q4 2023, filed 6 Feb 2024.