Carson Wealth (CWM LLC)’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.3M | Buy |
485,474
+31,951
| +7% | +$2.19M | 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% | +$3.69M | 0.06% | 265 |
|
|
2024
Q3 | $10.5M | Buy |
162,800
+17,876
| +12% | +$1.15M | 0.05% | 298 |
|
|
2024
Q2 | $8.85M | Buy |
144,924
+11,247
| +8% | +$687K | 0.04% | 311 |
|
|
2024
Q1 | $7.75M | Buy |
133,677
+69,663
| +109% | +$4.04M | 0.04% | 336 |
|
|
2023
Q4 | $3.61M | Buy |
64,014
+33,628
| +111% | +$1.9M | 0.02% | 455 |
|
|
2023
Q3 | $1.6M | Sell |
30,386
-4,877
| -14% | -$257K | 0.01% | 599 |
|
|
2023
Q2 | $1.9M | Buy |
35,263
+1,899
| +6% | +$102K | 0.01% | 525 |
|
|
2023
Q1 | $1.77M | Buy |
+33,364
| New | +$1.77M | 0.01% | 502 |
|