Silicon Hills Wealth Management’s Avantis Emerging Markets Value ETF AVES Stock Holding History

Silicon Hills Wealth Management’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 Q2	$1.06M	Sell	24,339 -618	-2%	-$26.7K	0.6%	33
2023 Q1	$1.07M	Sell	24,957 -55,340	-69%	-$2.39M	0.64%	33
2022 Q4	$3.29M	Sell	80,297 -9,665	-11%	-$388K	2.44%	12
2022 Q3	$3.37M	Buy	89,962 +5,395	+6%	+$224K	2.67%	11
2022 Q2	$3.58M	Buy	84,567 +72,701	+613%	+$3.33M	2.62%	11
2022 Q1	$582K	Buy	+11,866	New	+$591K	0.37%	61

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

NCM

Northland Capital Management Virginia, Minnesota $186M AUM 16.43% 1-Year Est. Return

Silicon Hills Wealth Management's AVES Position: Q2 2023 in Review

Silicon Hills Wealth Management reduced its Avantis Emerging Markets Value ETF (AVES) stake by 2.5% in Q2 2023, selling an estimated $26.7K and leaving 24,339 shares worth $1.06M. The position accounts for 0.6% of the portfolio, ranked #33.

Silicon Hills Wealth Management first reported a position in AVES in Q1 2022 and has held it in 6 quarters since. The position peaked at $3.58M in Q2 2022. 61 funds tracked by Wall St. Rank hold AVES as of Q2 2023.

Silicon Hills Wealth Management held 24,339 shares of Avantis Emerging Markets Value ETF worth $1.06M as of Q2 2023.
Silicon Hills Wealth Management sold 618 Avantis Emerging Markets Value ETF shares in Q2 2023, an estimated $26.7K.
Avantis Emerging Markets Value ETF made up 0.6% of Silicon Hills Wealth Management's portfolio in Q2 2023, its #33 holding.
Silicon Hills Wealth Management first reported a position in Avantis Emerging Markets Value ETF in Q1 2022 and has held it in 6 quarters since.
Silicon Hills Wealth Management's Avantis Emerging Markets Value ETF position peaked at $3.58M in Q2 2022.
61 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q2 2023.

Based on Silicon Hills Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.