CWA Asset Management Group’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

CWA Asset Management Group’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	$646K	Buy	6,695 +51	+0.8%	+$4.7K	0.02%	457
2026 Q1	$535K	Buy	6,644 +652	+11%	+$54.1K	0.02%	473
2025 Q4	$462K	Hold	5,992	–	–	0.02%	477
2025 Q3	$450K	Hold	5,992	–	–	0.02%	488
2025 Q2	$411K	Hold	5,992	–	–	0.02%	474
2025 Q1	$361K	Hold	5,992	–	–	0.02%	478
2024 Q4	$352K	Buy	5,992 +13	+0.2%	+$809	0.02%	450
2024 Q3	$386K	Buy	+5,979	New	+$366K	0.02%	413
2024 Q1	$359K	Buy	6,189 +160	+3%	+$8.99K	0.02%	378
2023 Q4	$340K	Buy	+6,029	New	+$324K	0.02%	308

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