Canvas Wealth Advisors’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Canvas Wealth 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
2026 Q2	$5.51M	Sell	57,073 -1,357	-2%	-$125K	0.77%	27
2026 Q1	$4.71M	Buy	58,430 +10,955	+23%	+$910K	0.8%	26
2025 Q4	$3.66M	Buy	47,475 +3,723	+9%	+$285K	0.62%	33
2025 Q3	$3.33M	Sell	43,752 -1,637	-4%	-$117K	0.61%	33
2025 Q2	$3.17M	Buy	45,389 +7,735	+21%	+$487K	0.63%	33
2025 Q1	$2.22M	Buy	37,654 +2,778	+8%	+$167K	0.57%	39
2024 Q4	$2.05M	Buy	34,876 +3,055	+10%	+$190K	0.51%	38
2024 Q3	$2.06M	Sell	31,821 -1,270	-4%	-$77.7K	0.57%	36
2024 Q2	$1.98M	Buy	33,091 +4,714	+17%	+$283K	0.61%	35
2024 Q1	$1.6M	Buy	28,377 +2,519	+10%	+$142K	0.54%	36
2023 Q4	$1.42M	Buy	25,858 +4,730	+22%	+$254K	0.52%	37
2023 Q3	$1.08M	Buy	21,128 +1,317	+7%	+$71.6K	0.45%	42
2023 Q2	$1.1M	Buy	19,811 +6,991	+55%	+$372K	0.41%	45
2023 Q1	$672K	Buy	12,820 +8,785	+218%	+$467K	0.28%	57
2022 Q4	$218K	Buy	+4,035	New	+$197K	0.09%	135

Other funds holding AVEM

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

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return