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Starfox Financial Services’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Starfox Financial Services’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
Q1 		$4.53M Buy
79,214
+2,205
+3% +$124K 3.84% 9
2023
Q4 		$4.34M Buy
77,009
+5,043
+7% +$271K 4.02% 9
2023
Q3 		$3.84M Buy
+71,966
New +$3.91M 4.16% 8

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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Starfox Financial Services's AVEM Position: Q1 2024 in Review

Starfox Financial Services increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 2.9% in Q1 2024, buying an estimated $124K and bringing the position to 79,214 shares worth $4.53M. The position accounts for 3.84% of the portfolio, ranked #9.

Starfox Financial Services first reported a position in AVEM in Q3 2023 and has held it in 3 quarters since. 385 funds tracked by Wall St. Rank hold AVEM as of Q1 2024.

  • Starfox Financial Services held 79,214 shares of Avantis Emerging Markets Equity ETF worth $4.53M as of Q1 2024.
  • Starfox Financial Services bought 2,205 Avantis Emerging Markets Equity ETF shares in Q1 2024, an estimated $124K.
  • Avantis Emerging Markets Equity ETF made up 3.84% of Starfox Financial Services's portfolio in Q1 2024, its #9 holding.
  • Starfox Financial Services first reported a position in Avantis Emerging Markets Equity ETF in Q3 2023 and has held it in 3 quarters since.
  • 385 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2024.

Based on Starfox Financial Services's 13F filing for Q1 2024, filed 30 Apr 2024.