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Wipfli Financial Advisors’s Avantis Emerging Markets Value ETF AVES Stock Holding History

Wipfli Financial Advisors’s Portfolio AVES Stock Details AVES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$322K Sell
8,599
-2,625
-23% -$109K 0.02% 312
2022
Q2 		$474K Buy
11,224
+977
+10% +$44.8K 0.05% 57
2022
Q1 		$503K Buy
+10,247
New +$510K 0.05% 59

Other funds holding AVES

MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SHWM
Silicon Hills Wealth Management Austin, Texas $177M AUM 13.62% 1-Year Est. Return
NCM
Northland Capital Management Virginia, Minnesota $186M AUM 16.43% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
BAM
Bayshore Asset Management Coral Gables, Florida $280M AUM 27.14% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

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

Wipfli Financial Advisors reduced its Avantis Emerging Markets Value ETF (AVES) stake by 23% in Q3 2022, selling an estimated $109K and leaving 8,599 shares worth $322K. The position accounts for 0.02% of the portfolio, ranked #312.

Wipfli Financial Advisors first reported a position in AVES in Q1 2022 and has held it in 3 quarters since. The position peaked at $503K in Q1 2022. 40 funds tracked by Wall St. Rank hold AVES as of Q3 2022.

  • Wipfli Financial Advisors held 8,599 shares of Avantis Emerging Markets Value ETF worth $322K as of Q3 2022.
  • Wipfli Financial Advisors sold 2,625 Avantis Emerging Markets Value ETF shares in Q3 2022, an estimated $109K.
  • Avantis Emerging Markets Value ETF made up 0.02% of Wipfli Financial Advisors's portfolio in Q3 2022, its #312 holding.
  • Wipfli Financial Advisors first reported a position in Avantis Emerging Markets Value ETF in Q1 2022 and has held it in 3 quarters since.
  • Wipfli Financial Advisors's Avantis Emerging Markets Value ETF position peaked at $503K in Q1 2022.
  • 40 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q3 2022.

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