Carson Wealth (CWM LLC)
AVES icon

Carson Wealth (CWM LLC)’s Avantis Emerging Markets Value ETF AVES Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AVES Stock Details AVES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16K Hold
268
– – ﹤0.01% 4546
2025
Q4 		$16K Sell
268
-14
-5% -$810 ﹤0.01% 4285
2025
Q3 		$16K Buy
282
+100
+55% +$5.56K ﹤0.01% 4241
2025
Q2 		$10K Hold
182
– – ﹤0.01% 4270
2025
Q1 		$9K Hold
182
– – ﹤0.01% 4138
2024
Q4 		$8K Buy
+182
New +$9.03K ﹤0.01% 3970

Other funds holding AVES

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
MWP
Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Avantis Emerging Markets Value ETF (AVES) position steady in Q1 2026 at 268 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #4546.

Carson Wealth (CWM LLC) first reported a position in AVES in Q4 2024 and has held it in 6 quarters since. 167 funds tracked by Wall St. Rank hold AVES as of Q1 2026.

  • Carson Wealth (CWM LLC) held 268 shares of Avantis Emerging Markets Value ETF worth $16K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Avantis Emerging Markets Value ETF share count unchanged in Q1 2026.
  • Avantis Emerging Markets Value ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4546 holding.
  • Carson Wealth (CWM LLC) first reported a position in Avantis Emerging Markets Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 167 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q1 2026.

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