HNWA
Henrickson Nauta 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 | $8.91M | Sell |
130,007
-502
| -0.4% | -$34.4K | 3.08% | 11 |
|
|
2025
Q1 | $7.29M | Buy |
130,509
+12,937
| +11% | +$722K | 2.98% | 11 |
|
|
2024
Q4 | $6.91M | Sell |
117,572
-1,913
| -2% | -$112K | 2.81% | 10 |
|
|
2024
Q3 | $7.72M | Sell |
119,485
-1,299
| -1% | -$83.9K | 3.06% | 9 |
|
|
2024
Q2 | $7.38M | Sell |
120,784
-790
| -0.6% | -$48.3K | 3.15% | 9 |
|
|
2024
Q1 | $7.11M | Sell |
121,574
-373
| -0.3% | -$21.8K | 3.14% | 9 |
|
|
2023
Q4 | $6.88M | Buy |
121,947
+2,634
| +2% | +$149K | 3.37% | 9 |
|
|
2023
Q3 | $6.3M | Sell |
119,313
-232
| -0.2% | -$12.2K | 3.85% | 9 |
|
|
2023
Q2 | $6.43M | Sell |
119,545
-312
| -0.3% | -$16.8K | 4.37% | 9 |
|
|
2023
Q1 | $6.34M | Buy |
119,857
+184
| +0.2% | +$9.73K | 4.57% | 8 |
|
|
2022
Q4 | $6.04M | Buy |
119,673
+6,949
| +6% | +$351K | 4.79% | 7 |
|
|
2022
Q3 | $5.18M | Buy |
112,724
+3,399
| +3% | +$156K | 4.94% | 8 |
|
|
2022
Q2 | $5.69M | Sell |
109,325
-3,030
| -3% | -$158K | 5.2% | 8 |
|
|
2022
Q1 | $6.66M | Buy |
112,355
+3,415
| +3% | +$202K | 5.54% | 8 |
|
|
2021
Q4 | $6.78M | Buy |
+108,940
| New | +$6.78M | 5.52% | 8 |
|