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

Merriman Wealth Management’s Portfolio AVSE Stock Details AVSE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$707K	Buy	14,011 +691	+5%	+$36.9K	0.03%	103
2024 Q3	$737K	Hold	13,320	–	–	0.03%	118
2024 Q2	$689K	Sell	13,320 -1,077	-7%	-$54.6K	0.03%	121
2024 Q1	$706K	Buy	14,397 +278	+2%	+$13.3K	0.03%	118
2023 Q4	$677K	Buy	14,119 +71	+0.5%	+$3.26K	0.03%	114
2023 Q3	$630K	Buy	14,048 +1,299	+10%	+$60K	0.03%	107
2023 Q2	$586K	Buy	12,749 +338	+3%	+$15.3K	0.03%	128
2023 Q1	$556K	Sell	12,411 -3,192	-20%	-$144K	0.03%	123
2022 Q4	$666K	Buy	15,603 +6,143	+65%	+$252K	0.03%	125
2022 Q3	$366K	Sell	9,460 -92	-1%	-$3.94K	0.02%	118
2022 Q2	$418K	Buy	+9,552	New	+$443K	0.03%	108

Other funds holding AVSE

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

WCWM

Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LAMNM

Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return

Riverwater Partners Milwaukee, Wisconsin $300M AUM 26.4% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

OWM

Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return

HFA

Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return

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

Merriman Wealth Management increased its Avantis Responsible Emerging Markets Equity ETF (AVSE) stake by 5.2% in Q4 2024, buying an estimated $36.9K and bringing the position to 14,011 shares worth $707K. The position accounts for 0.03% of the portfolio, ranked #103.

Merriman Wealth Management first reported a position in AVSE in Q2 2022 and has held it in 11 quarters since. The position peaked at $737K in Q3 2024. 43 funds tracked by Wall St. Rank hold AVSE as of Q4 2024.

Merriman Wealth Management held 14,011 shares of Avantis Responsible Emerging Markets Equity ETF worth $707K as of Q4 2024.
Merriman Wealth Management bought 691 Avantis Responsible Emerging Markets Equity ETF shares in Q4 2024, an estimated $36.9K.
Avantis Responsible Emerging Markets Equity ETF made up 0.03% of Merriman Wealth Management's portfolio in Q4 2024, its #103 holding.
Merriman Wealth Management first reported a position in Avantis Responsible Emerging Markets Equity ETF in Q2 2022 and has held it in 11 quarters since.
Merriman Wealth Management's Avantis Responsible Emerging Markets Equity ETF position peaked at $737K in Q3 2024.
43 funds tracked by Wall St. Rank held Avantis Responsible Emerging Markets Equity ETF as of Q4 2024.

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