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Wipfli Financial Advisors’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Wipfli Financial Advisors’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
2022
Q3 		$97.8M Sell
2,129,942
-162,851
-7% -$8.29M 6.88% 3
2022
Q2 		$119M Buy
2,292,793
+145,688
+7% +$8.07M 12.97% 2
2022
Q1 		$127M Buy
2,147,105
+28,010
+1% +$1.72M 12.85% 3
2021
Q4 		$134M Buy
2,119,095
+157,618
+8% +$10.1M 15.39% 3
2021
Q3 		$127M Buy
1,961,477
+61,438
+3% +$4.07M 16.13% 2
2021
Q2 		$132M Buy
1,900,039
+111,490
+6% +$7.58M 18.66% 1
2021
Q1 		$118M Buy
1,788,549
+43,702
+3% +$2.88M 63.98% 1
2020
Q4 		$108M Buy
+1,744,847
New +$99M 64.22% 1

Other funds holding AVEM

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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
WWP
Waypoint Wealth Partners Mill Valley, California $411M AUM 14.09% 1-Year Est. Return

Wipfli Financial Advisors's AVEM Position: Q3 2022 in Review

Wipfli Financial Advisors reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 7.1% in Q3 2022, selling an estimated $8.29M and leaving 2,129,942 shares worth $97.8M. The position accounts for 6.88% of the portfolio, ranked #3.

Wipfli Financial Advisors first reported a position in AVEM in Q4 2020 and has held it in 8 quarters since. The position peaked at $134M in Q4 2021. 185 funds tracked by Wall St. Rank hold AVEM as of Q3 2022.

  • Wipfli Financial Advisors held 2,129,942 shares of Avantis Emerging Markets Equity ETF worth $97.8M as of Q3 2022.
  • Wipfli Financial Advisors sold 162,851 Avantis Emerging Markets Equity ETF shares in Q3 2022, an estimated $8.29M.
  • Avantis Emerging Markets Equity ETF made up 6.88% of Wipfli Financial Advisors's portfolio in Q3 2022, its #3 holding.
  • Wipfli Financial Advisors first reported a position in Avantis Emerging Markets Equity ETF in Q4 2020 and has held it in 8 quarters since.
  • Wipfli Financial Advisors's Avantis Emerging Markets Equity ETF position peaked at $134M in Q4 2021.
  • 185 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.