Morton Brown Family Wealth’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$37.5M Buy
465,309
+10,704
+2% +$889K 9.91% 2
2025
Q4
$35M Sell
454,605
-5,087
-1% -$389K 9.53% 2
2025
Q3
$34.5M Sell
459,692
-2,379
-0.5% -$170K 9.91% 2
2025
Q2
$31.7M Buy
462,071
+35,484
+8% +$2.23M 9.63% 2
2025
Q1
$25.7M Buy
426,587
+16,836
+4% +$1.01M 8.72% 2
2024
Q4
$24.1M Buy
409,751
+20,179
+5% +$1.26M 8.4% 2
2024
Q3
$25.2M Buy
389,572
+19,415
+5% +$1.19M 8.94% 2
2024
Q2
$22.7M Buy
370,157
+12,659
+4% +$759K 8.98% 2
2024
Q1
$20.7M Buy
357,498
+34,658
+11% +$1.95M 8.55% 2
2023
Q4
$18.2M Buy
322,840
+40,632
+14% +$2.19M 7.98% 2
2023
Q3
$14.9M Buy
282,208
+143,630
+104% +$7.8M 7.62% 2
2023
Q2
$7.46M Buy
138,578
+107,398
+344% +$5.71M 3.98% 9
2023
Q1
$1.65M Buy
+31,180
New +$1.66M 0.98% 20

Other funds holding AVEM