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Valley Wealth Managers’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Valley Wealth Managers’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
Q4 		– Sell
-109
Closed -$5.75K – 346
2023
Q3 		$5.75K Buy
+109
New +$5.92K ﹤0.01% 307

Other funds holding AVEM

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
American Century Companies
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Valley Wealth Managers's AVEM Position: Q4 2023 in Review

Valley Wealth Managers sold out of Avantis Emerging Markets Equity ETF (AVEM) in Q4 2023, closing a stake of 109 shares — an estimated $5.75K sold.

Valley Wealth Managers first reported a position in AVEM in Q3 2023 and held it in 1 quarter. The position peaked at $5.75K in Q3 2023. 360 funds tracked by Wall St. Rank hold AVEM as of Q4 2023.

  • Valley Wealth Managers reported no remaining Avantis Emerging Markets Equity ETF position as of Q4 2023 after selling out during the quarter.
  • Valley Wealth Managers sold 109 Avantis Emerging Markets Equity ETF shares in Q4 2023, an estimated $5.75K.
  • Valley Wealth Managers first reported a position in Avantis Emerging Markets Equity ETF in Q3 2023 and held it in 1 quarter.
  • Valley Wealth Managers's Avantis Emerging Markets Equity ETF position peaked at $5.75K in Q3 2023.
  • 360 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q4 2023.

Based on Valley Wealth Managers's 13F filing for Q4 2023, filed 7 Feb 2024.