EWA
EverSource 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 | $612K | Sell |
8,932
-221
| -2% | -$15.1K | 0.03% | 390 |
|
|
2025
Q1 | $551K | Buy |
9,153
+2,286
| +33% | +$138K | 0.03% | 360 |
|
|
2024
Q4 | $404K | Buy |
6,867
+958
| +16% | +$56.3K | 0.02% | 420 |
|
|
2024
Q3 | $382K | Buy |
5,909
+1,348
| +30% | +$87.1K | 0.02% | 386 |
|
|
2024
Q2 | $279K | Buy |
4,561
+550
| +14% | +$33.6K | 0.02% | 463 |
|
|
2024
Q1 | $234K | Sell |
4,011
-11,879
| -75% | -$694K | 0.02% | 444 |
|
|
2023
Q4 | $896K | Buy |
15,890
+228
| +1% | +$12.9K | 0.08% | 173 |
|
|
2023
Q3 | $827K | Buy |
15,662
+551
| +4% | +$29.1K | 0.09% | 171 |
|
|
2023
Q2 | $813K | Sell |
15,111
-383
| -2% | -$20.6K | 0.09% | 176 |
|
|
2023
Q1 | $819K | Buy |
15,494
+730
| +5% | +$38.6K | 0.1% | 159 |
|
|
2022
Q4 | $745K | Buy |
14,764
+1,234
| +9% | +$62.3K | 0.11% | 147 |
|
|
2022
Q3 | $622K | Sell |
13,530
-7,956
| -37% | -$366K | 0.14% | 141 |
|
|
2022
Q2 | $1.12M | Buy |
21,486
+9,675
| +82% | +$503K | 0.29% | 66 |
|
|
2022
Q1 | $700K | Buy |
11,811
+1,109
| +10% | +$65.7K | 0.18% | 114 |
|
|
2021
Q4 | $678K | Buy |
+10,702
| New | +$678K | 0.19% | 92 |
|