HWM
HB Wealth Management’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 | $69.8M | Sell |
1,017,842
-70,859
| -7% | -$4.86M | 0.55% | 25 |
|
2025
Q1 | $65.5M | Buy |
1,088,701
+1,067,724
| +5,090% | +$64.2M | 0.55% | 29 |
|
2024
Q4 | $1.23M | Buy |
20,977
+376
| +2% | +$22.1K | 0.01% | 374 |
|
2024
Q3 | $1.33M | Hold |
20,601
| – | – | 0.01% | 338 |
|
2024
Q2 | $1.26M | Sell |
20,601
-103
| -0.5% | -$6.29K | 0.01% | 325 |
|
2024
Q1 | $1.2M | Buy |
20,704
+234
| +1% | +$13.6K | 0.02% | 319 |
|
2023
Q4 | $1.15M | Sell |
20,470
-541
| -3% | -$30.5K | 0.02% | 298 |
|
2023
Q3 | $1.11M | Buy |
21,011
+1,072
| +5% | +$56.6K | 0.02% | 286 |
|
2023
Q2 | $1.07M | Hold |
19,939
| – | – | 0.02% | 285 |
|
2023
Q1 | $1.05M | Hold |
19,939
| – | – | 0.02% | 279 |
|
2022
Q4 | $1.01M | Sell |
19,939
-9,091
| -31% | -$459K | 0.02% | 283 |
|
2022
Q3 | $1.33M | Hold |
29,030
| – | – | 0.03% | 221 |
|
2022
Q2 | $1.51M | Sell |
29,030
-50
| -0.2% | -$2.6K | 0.03% | 204 |
|
2022
Q1 | $1.72M | Buy |
+29,080
| New | +$1.72M | 0.03% | 201 |
|