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Morris Financial Concepts’s Avantis Responsible Emerging Markets Equity ETF AVSE Stock Holding History

Morris Financial Concepts’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
Q2 		– Sell
-130
Closed -$6.38K – 161
2024
Q1 		$6.38K Sell
130
-55
-30% -$2.63K ﹤0.01% 144
2023
Q4 		$8.87K Hold
185
– – 0.01% 135
2023
Q3 		$8.3K Sell
185
-45
-20% -$2.08K 0.01% 127
2023
Q2 		$10.6K Buy
+230
New +$10.4K 0.01% 129

Other funds holding AVSE

Corient Private Wealth
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TFM
Trademark Financial Management Bloomington, Minnesota $244M AUM 22.47% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
OWM
Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return
NCM
Northland Capital Management Virginia, Minnesota $186M AUM 16.43% 1-Year Est. Return

Morris Financial Concepts's AVSE Position: Q2 2024 in Review

Morris Financial Concepts sold out of Avantis Responsible Emerging Markets Equity ETF (AVSE) in Q2 2024, closing a stake of 130 shares — an estimated $6.38K sold.

Morris Financial Concepts first reported a position in AVSE in Q2 2023 and held it in 4 quarters. The position peaked at $10.6K in Q2 2023. 32 funds tracked by Wall St. Rank hold AVSE as of Q2 2024.

  • Morris Financial Concepts reported no remaining Avantis Responsible Emerging Markets Equity ETF position as of Q2 2024 after selling out during the quarter.
  • Morris Financial Concepts sold 130 Avantis Responsible Emerging Markets Equity ETF shares in Q2 2024, an estimated $6.38K.
  • Morris Financial Concepts first reported a position in Avantis Responsible Emerging Markets Equity ETF in Q2 2023 and held it in 4 quarters.
  • Morris Financial Concepts's Avantis Responsible Emerging Markets Equity ETF position peaked at $10.6K in Q2 2023.
  • 32 funds tracked by Wall St. Rank held Avantis Responsible Emerging Markets Equity ETF as of Q2 2024.

Based on Morris Financial Concepts's 13F filing for Q2 2024, filed 29 Jul 2024.