SWM
AVEM icon

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

Soundmark 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
2024
Q2 		– Sell
-32,510
Closed -$1.88M – 5
2024
Q1 		$1.88M Buy
32,510
+1,356
+4% +$76.2K 0.84% 28
2023
Q4 		$1.76M Buy
31,154
+962
+3% +$51.8K 0.87% 29
2023
Q3 		$1.59M Sell
30,192
-3,307
-10% -$180K 0.89% 29
2023
Q2 		$1.8M Sell
33,499
-235
-0.7% -$12.5K 1.01% 27
2023
Q1 		$1.78M Sell
33,734
-1,151
-3% -$61.1K 1.07% 26
2022
Q4 		$1.76M Sell
34,885
-6,294
-15% -$308K 1.14% 24
2022
Q3 		$1.89M Sell
41,179
-5,798
-12% -$295K 1.33% 22
2022
Q2 		$2.44M Sell
46,977
-11,437
-20% -$633K 1.74% 19
2022
Q1 		$3.46M Buy
58,414
+3,470
+6% +$213K 2.43% 15
2021
Q4 		$3.48M Sell
54,944
-102,821
-65% -$6.62M 2.38% 14
2021
Q3 		$10.2M Buy
157,765
+11,296
+8% +$749K 3.67% 9
2021
Q2 		$10.2M Buy
146,469
+3,875
+3% +$263K 4.2% 7
2021
Q1 		$9.37M Buy
142,594
+18,539
+15% +$1.22M 5.14% 6
2020
Q4 		$7.66M Buy
+124,055
New +$7.04M 4.89% 6

Other funds holding AVEM

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 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 $104B AUM 28.3% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Soundmark Wealth Management's AVEM Position: Q2 2024 in Review

Soundmark Wealth Management sold out of Avantis Emerging Markets Equity ETF (AVEM) in Q2 2024, closing a stake of 32,510 shares — an estimated $1.88M sold.

Soundmark Wealth Management first reported a position in AVEM in Q4 2020 and held it in 14 quarters. The position peaked at $10.2M in Q2 2021. 414 funds tracked by Wall St. Rank hold AVEM as of Q2 2024.

  • Soundmark Wealth Management reported no remaining Avantis Emerging Markets Equity ETF position as of Q2 2024 after selling out during the quarter.
  • Soundmark Wealth Management sold 32,510 Avantis Emerging Markets Equity ETF shares in Q2 2024, an estimated $1.88M.
  • Soundmark Wealth Management first reported a position in Avantis Emerging Markets Equity ETF in Q4 2020 and held it in 14 quarters.
  • Soundmark Wealth Management's Avantis Emerging Markets Equity ETF position peaked at $10.2M in Q2 2021.
  • 414 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2024.

Based on Soundmark Wealth Management's 13F filing for Q2 2024.