Mills Wealth Advisors
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Mills Wealth Advisors’s Avantis Emerging Markets Value ETF AVES Stock Holding History

Mills Wealth Advisors’s Portfolio AVES Stock Details AVES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-17,933
Closed -$735K – 46
2022
Q4 		$735K Buy
+17,933
New +$721K 0.66% 26

Other funds holding AVES

Merriman Wealth Management
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
Armbruster Capital Management
Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return
Anderson Hoagland & Co
Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return
Meredith Wealth Planning
Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return
Red Lighthouse Investment Management
Red Lighthouse Investment Management New York $336M AUM 26.75% 1-Year Est. Return
Old Mission Capital
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Brainard Capital Management
Brainard Capital Management Austin, Texas $131M AUM
Northland Capital Management
Northland Capital Management Virginia, Minnesota $218M AUM 8.87% 1-Year Est. Return
Fidelity D&D Bancorp
Fidelity D&D Bancorp Dunmore, Pennsylvania $291M AUM 20.72% 1-Year Est. Return

Mills Wealth Advisors's AVES Position: Q1 2023 in Review

Mills Wealth Advisors sold out of Avantis Emerging Markets Value ETF (AVES) in Q1 2023, closing a stake of 17,933 shares — an estimated $735K sold.

Mills Wealth Advisors first reported a position in AVES in Q4 2022 and held it in 1 quarter. The position peaked at $735K in Q4 2022. 59 funds tracked by Wall St. Rank hold AVES as of Q1 2023.

  • Mills Wealth Advisors reported no remaining Avantis Emerging Markets Value ETF position as of Q1 2023 after selling out during the quarter.
  • Mills Wealth Advisors sold 17,933 Avantis Emerging Markets Value ETF shares in Q1 2023, an estimated $735K.
  • Mills Wealth Advisors first reported a position in Avantis Emerging Markets Value ETF in Q4 2022 and held it in 1 quarter.
  • Mills Wealth Advisors's Avantis Emerging Markets Value ETF position peaked at $735K in Q4 2022.
  • 59 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q1 2023.

Based on Mills Wealth Advisors's 13F filing for Q1 2023, filed 3 Jul 2024.