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Merriman Wealth Management’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Merriman Wealth 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
2024
Q4 		$6.23M Sell
105,910
-33,049
-24% -$2.06M 0.26% 38
2024
Q3 		$8.98M Buy
138,959
+28,827
+26% +$1.76M 0.36% 34
2024
Q2 		$6.73M Sell
110,132
-794
-0.7% -$47.6K 0.29% 35
2024
Q1 		$6.43M Sell
110,926
-8,549
-7% -$481K 0.29% 37
2023
Q4 		$6.74M Sell
119,475
-459
-0.4% -$24.7K 0.33% 34
2023
Q3 		$6.33M Sell
119,934
-63,226
-35% -$3.44M 0.33% 34
2023
Q2 		$9.86M Sell
183,160
-1,013
-0.6% -$53.9K 0.49% 29
2023
Q1 		$9.74M Sell
184,173
-562
-0.3% -$29.8K 0.5% 27
2022
Q4 		$9.32M Buy
184,735
+102,819
+126% +$5.03M 0.48% 28
2022
Q3 		$3.76M Buy
81,916
+76,299
+1,358% +$3.88M 0.25% 31
2022
Q2 		$292K Buy
5,617
+1,417
+34% +$78.5K 0.02% 129
2022
Q1 		$249K Sell
4,200
-34
-0.8% -$2.09K 0.02% 180
2021
Q4 		$268K Sell
4,234
-34,129
-89% -$2.2M 0.02% 184
2021
Q3 		$2.48M Buy
38,363
+3,048
+9% +$202K 0.21% 61
2021
Q2 		$2.46M Buy
35,315
+30,320
+607% +$2.06M 0.21% 70
2021
Q1 		$328K Hold
4,995
– – 0.04% 151
2020
Q4 		$309K Hold
4,995
– – 0.03% 165
2020
Q3 		$258K Sell
4,995
-359
-7% -$18.6K 0.04% 144
2020
Q2 		$253K Buy
+5,354
New +$237K 0.04% 141

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
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Merriman Wealth Management's AVEM Position: Q4 2024 in Review

Merriman Wealth Management reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 24% in Q4 2024, selling an estimated $2.06M and leaving 105,910 shares worth $6.23M. The position accounts for 0.26% of the portfolio, ranked #38.

Merriman Wealth Management first reported a position in AVEM in Q2 2020 and has held it in 19 quarters since. The position peaked at $9.86M in Q2 2023. 514 funds tracked by Wall St. Rank hold AVEM as of Q4 2024.

  • Merriman Wealth Management held 105,910 shares of Avantis Emerging Markets Equity ETF worth $6.23M as of Q4 2024.
  • Merriman Wealth Management sold 33,049 Avantis Emerging Markets Equity ETF shares in Q4 2024, an estimated $2.06M.
  • Avantis Emerging Markets Equity ETF made up 0.26% of Merriman Wealth Management's portfolio in Q4 2024, its #38 holding.
  • Merriman Wealth Management first reported a position in Avantis Emerging Markets Equity ETF in Q2 2020 and has held it in 19 quarters since.
  • Merriman Wealth Management's Avantis Emerging Markets Equity ETF position peaked at $9.86M in Q2 2023.
  • 514 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.