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Mendota Financial Group’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Mendota 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
-330
Closed -$19.6K – 309
2023
Q1 		$19.6K Buy
+330
New +$17.5K 0.02% 192

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

Mendota Financial Group's AVEM Position: Q2 2023 in Review

Mendota Financial Group sold out of Avantis Emerging Markets Equity ETF (AVEM) in Q2 2023, closing a stake of 330 shares — an estimated $19.6K sold.

Mendota Financial Group first reported a position in AVEM in Q1 2023 and held it in 1 quarter. The position peaked at $19.6K in Q1 2023. 273 funds tracked by Wall St. Rank hold AVEM as of Q2 2023.

  • Mendota Financial Group reported no remaining Avantis Emerging Markets Equity ETF position as of Q2 2023 after selling out during the quarter.
  • Mendota Financial Group sold 330 Avantis Emerging Markets Equity ETF shares in Q2 2023, an estimated $19.6K.
  • Mendota Financial Group first reported a position in Avantis Emerging Markets Equity ETF in Q1 2023 and held it in 1 quarter.
  • Mendota Financial Group's Avantis Emerging Markets Equity ETF position peaked at $19.6K in Q1 2023.
  • 273 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2023.

Based on Mendota Financial Group's 13F filing for Q2 2023, filed 25 Jul 2023.