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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

MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
MWP
Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return
RLIM
Red Lighthouse Investment Management New York $296M AUM 22.04% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BCM
Brainard Capital Management Austin, Texas $131M AUM
NCM
Northland Capital Management Virginia, Minnesota $186M AUM 16.43% 1-Year Est. Return
FDDB
Fidelity D&D Bancorp Dunmore, Pennsylvania $249M AUM 18.9% 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.