EP Wealth Advisors’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 | $3.91M | Sell |
57,064
-379
| -0.7% | -$26K | 0.03% | 298 |
|
|
2025
Q1 | $3.46M | Sell |
57,443
-807
| -1% | -$48.6K | 0.03% | 271 |
|
|
2024
Q4 | $3.42M | Buy |
58,250
+2,840
| +5% | +$167K | 0.03% | 266 |
|
|
2024
Q3 | $3.58M | Sell |
55,410
-1,734
| -3% | -$112K | 0.03% | 262 |
|
|
2024
Q2 | $3.49M | Sell |
57,144
-5,553
| -9% | -$339K | 0.04% | 213 |
|
|
2024
Q1 | $3.63M | Buy |
62,697
+129
| +0.2% | +$7.48K | 0.04% | 207 |
|
|
2023
Q4 | $3.53M | Buy |
62,568
+935
| +2% | +$52.7K | 0.05% | 198 |
|
|
2023
Q3 | $3.25M | Sell |
61,633
-47,759
| -44% | -$2.52M | 0.05% | 192 |
|
|
2023
Q2 | $3.32M | Buy |
109,392
+40,954
| +60% | +$1.24M | 0.05% | 192 |
|
|
2023
Q1 | $3.62M | Sell |
68,438
-6,450
| -9% | -$341K | 0.06% | 167 |
|
|
2022
Q4 | $3.78M | Sell |
74,888
-11,784
| -14% | -$595K | 0.07% | 152 |
|
|
2022
Q3 | $3.98M | Sell |
86,672
-1,409
| -2% | -$64.7K | 0.09% | 127 |
|
|
2022
Q2 | $4.58M | Sell |
88,081
-15,735
| -15% | -$819K | 0.1% | 116 |
|
|
2022
Q1 | $6.15M | Sell |
103,816
-6,579
| -6% | -$390K | 0.14% | 96 |
|
|
2021
Q4 | $6.99M | Buy |
+110,395
| New | +$6.99M | 0.17% | 81 |
|