Silicon Hills Wealth Management’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Silicon Hills Wealth Management’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
2023 Q1	–	Sell	-47,535	Closed	-$2.4M	–	85
2022 Q4	$2.4M	Sell	47,535 -8,868	-16%	-$434K	1.78%	15
2022 Q3	$2.59M	Sell	56,403 -1,264	-2%	-$64.3K	2.06%	12
2022 Q2	$3M	Buy	57,667 +7,444	+15%	+$412K	2.2%	12
2022 Q1	$2.98M	Buy	50,223 +8,054	+19%	+$494K	1.9%	16
2021 Q4	$2.67M	Buy	42,169 +32,284	+327%	+$2.08M	1.65%	17
2021 Q3	$638K	Buy	+9,885	New	+$656K	0.44%	63

Other funds holding AVEM

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

HTC

Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return

Silicon Hills Wealth Management's AVEM Position: Q1 2023 in Review

Silicon Hills Wealth Management sold out of Avantis Emerging Markets Equity ETF (AVEM) in Q1 2023, closing a stake of 47,535 shares — an estimated $2.4M sold.

Silicon Hills Wealth Management first reported a position in AVEM in Q3 2021 and held it in 6 quarters. The position peaked at $3M in Q2 2022. 263 funds tracked by Wall St. Rank hold AVEM as of Q1 2023.

Silicon Hills Wealth Management reported no remaining Avantis Emerging Markets Equity ETF position as of Q1 2023 after selling out during the quarter.
Silicon Hills Wealth Management sold 47,535 Avantis Emerging Markets Equity ETF shares in Q1 2023, an estimated $2.4M.
Silicon Hills Wealth Management first reported a position in Avantis Emerging Markets Equity ETF in Q3 2021 and held it in 6 quarters.
Silicon Hills Wealth Management's Avantis Emerging Markets Equity ETF position peaked at $3M in Q2 2022.
263 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2023.

Based on Silicon Hills Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.