Carson Wealth (CWM LLC)
AVEM icon

Carson Wealth (CWM LLC)’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$59.1M Buy
733,280
+132,102
+22% +$11M 0.16% 142
2025
Q4 		$46.3M Buy
601,178
+57,673
+11% +$4.41M 0.13% 156
2025
Q3 		$40.8M Buy
543,505
+58,031
+12% +$4.15M 0.12% 147
2025
Q2 		$33.3M Buy
485,474
+31,951
+7% +$2.01M 0.12% 155
2025
Q1 		$27.3M Buy
453,523
+227,898
+101% +$13.7M 0.11% 176
2024
Q4 		$13.3M Buy
225,625
+62,825
+39% +$3.91M 0.06% 265
2024
Q3 		$10.5M Buy
162,800
+17,876
+12% +$1.09M 0.05% 298
2024
Q2 		$8.85M Buy
144,924
+11,247
+8% +$674K 0.04% 312
2024
Q1 		$7.75M Buy
133,677
+69,663
+109% +$3.92M 0.04% 337
2023
Q4 		$3.61M Buy
64,014
+33,628
+111% +$1.81M 0.02% 456
2023
Q3 		$1.6M Sell
30,386
-4,877
-14% -$265K 0.01% 600
2023
Q2 		$1.9M Buy
35,263
+1,899
+6% +$101K 0.01% 526
2023
Q1 		$1.76M Buy
+33,364
New +$1.77M 0.01% 503

Other funds holding AVEM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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 $80B AUM 26.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Carson Wealth (CWM LLC)'s AVEM Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 22% in Q1 2026, buying an estimated $11M and bringing the position to 733,280 shares worth $59.1M. The position accounts for 0.16% of the portfolio, ranked #142.

Carson Wealth (CWM LLC) first reported a position in AVEM in Q1 2023 and has held it in 13 quarters since. 916 funds tracked by Wall St. Rank hold AVEM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 733,280 shares of Avantis Emerging Markets Equity ETF worth $59.1M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 132,102 Avantis Emerging Markets Equity ETF shares in Q1 2026, an estimated $11M.
  • Avantis Emerging Markets Equity ETF made up 0.16% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #142 holding.
  • Carson Wealth (CWM LLC) first reported a position in Avantis Emerging Markets Equity ETF in Q1 2023 and has held it in 13 quarters since.
  • 916 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.