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Morling Financial Advisors’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Morling Financial Advisors’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
Q2 		– Sell
-1,455
Closed -$84.3K – 93
2024
Q1 		$84.3K Buy
+1,455
New +$81.8K 0.05% 79

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morling Financial Advisors's AVEM Position: Q2 2024 in Review

Morling Financial Advisors sold out of Avantis Emerging Markets Equity ETF (AVEM) in Q2 2024, closing a stake of 1,455 shares — an estimated $84.3K sold.

Morling Financial Advisors first reported a position in AVEM in Q1 2024 and held it in 1 quarter. The position peaked at $84.3K in Q1 2024. 413 funds tracked by Wall St. Rank hold AVEM as of Q2 2024.

  • Morling Financial Advisors reported no remaining Avantis Emerging Markets Equity ETF position as of Q2 2024 after selling out during the quarter.
  • Morling Financial Advisors sold 1,455 Avantis Emerging Markets Equity ETF shares in Q2 2024, an estimated $84.3K.
  • Morling Financial Advisors first reported a position in Avantis Emerging Markets Equity ETF in Q1 2024 and held it in 1 quarter.
  • Morling Financial Advisors's Avantis Emerging Markets Equity ETF position peaked at $84.3K in Q1 2024.
  • 413 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2024.

Based on Morling Financial Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.