Steward Financial Group’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Steward Financial Group’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 Q3	$484K	Buy	+9,179	New	+$499K	0.15%	37

Other funds holding AVEM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

AAS

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

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

CWM

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

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

Steward Financial Group's AVEM Position: Q3 2023 in Review

Steward Financial Group opened a new position in Avantis Emerging Markets Equity ETF (AVEM) in Q3 2023: 9,179 shares worth $484K. The stake represents 0.15% of the portfolio and ranks #37 among its holdings.

293 funds tracked by Wall St. Rank hold AVEM as of Q3 2023.

Steward Financial Group held 9,179 shares of Avantis Emerging Markets Equity ETF worth $484K as of Q3 2023.
Avantis Emerging Markets Equity ETF was a new Steward Financial Group position in Q3 2023.
Avantis Emerging Markets Equity ETF made up 0.15% of Steward Financial Group's portfolio in Q3 2023, its #37 holding.
293 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.