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Carolinas Wealth Consulting’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Carolinas Wealth Consulting’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
2025
Q1 		– Sell
-312
Closed -$18.3K – 1020
2024
Q4 		$18.3K Buy
+312
New +$19.4K ﹤0.01% 479

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 $424B AUM 22.96% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Carolinas Wealth Consulting's AVEM Position: Q1 2025 in Review

Carolinas Wealth Consulting sold out of Avantis Emerging Markets Equity ETF (AVEM) in Q1 2025, closing a stake of 312 shares — an estimated $18.3K sold.

Carolinas Wealth Consulting first reported a position in AVEM in Q4 2024 and held it in 1 quarter. The position peaked at $18.3K in Q4 2024. 553 funds tracked by Wall St. Rank hold AVEM as of Q1 2025.

  • Carolinas Wealth Consulting reported no remaining Avantis Emerging Markets Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 312 Avantis Emerging Markets Equity ETF shares in Q1 2025, an estimated $18.3K.
  • Carolinas Wealth Consulting first reported a position in Avantis Emerging Markets Equity ETF in Q4 2024 and held it in 1 quarter.
  • Carolinas Wealth Consulting's Avantis Emerging Markets Equity ETF position peaked at $18.3K in Q4 2024.
  • 553 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2025, filed 14 Aug 2025.