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WR Wealth Planners’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

WR Wealth Planners’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
Q4 		$139K Sell
2,361
-556
-19% -$34.6K 0.04% 193
2024
Q3 		$188K Hold
2,917
– – 0.05% 195
2024
Q2 		$178K Sell
2,917
-11
-0.4% -$659 0.05% 183
2024
Q1 		$170K Buy
+2,928
New +$165K 0.05% 195
2023
Q4 		– Sell
-3,358
Closed -$177K – 229
2023
Q3 		$177K Buy
3,358
+943
+39% +$51.2K 0.07% 184
2023
Q2 		$130K Buy
2,415
+69
+3% +$3.67K 0.05% 213
2023
Q1 		$124K Buy
2,346
+7
+0.3% +$372 0.05% 217
2022
Q4 		$118K Buy
2,339
+282
+14% +$13.8K 0.07% 130
2022
Q3 		$94.5K Sell
2,057
-134
-6% -$6.82K 0.07% 128
2022
Q2 		$114K Sell
2,191
-250
-10% -$13.8K 0.08% 119
2022
Q1 		$145K Buy
+2,441
New +$150K 0.09% 113

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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

WR Wealth Planners's AVEM Position: Q4 2024 in Review

WR Wealth Planners reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 19% in Q4 2024, selling an estimated $34.6K and leaving 2,361 shares worth $139K. The position accounts for 0.04% of the portfolio, ranked #193.

WR Wealth Planners first reported a position in AVEM in Q1 2022 and has held it in 11 quarters since. The position peaked at $188K in Q3 2024. 514 funds tracked by Wall St. Rank hold AVEM as of Q4 2024.

  • WR Wealth Planners held 2,361 shares of Avantis Emerging Markets Equity ETF worth $139K as of Q4 2024.
  • WR Wealth Planners sold 556 Avantis Emerging Markets Equity ETF shares in Q4 2024, an estimated $34.6K.
  • Avantis Emerging Markets Equity ETF made up 0.04% of WR Wealth Planners's portfolio in Q4 2024, its #193 holding.
  • WR Wealth Planners first reported a position in Avantis Emerging Markets Equity ETF in Q1 2022 and has held it in 11 quarters since.
  • WR Wealth Planners's Avantis Emerging Markets Equity ETF position peaked at $188K in Q3 2024.
  • 514 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.