Morton Brown Family Wealth’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.7M | Buy |
462,071
+35,484
| +8% | +$2.43M | 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% | +$1.19M | 8.4% | 2 |
|
|
2024
Q3 | $25.2M | Buy |
389,572
+19,415
| +5% | +$1.25M | 8.94% | 2 |
|
|
2024
Q2 | $22.7M | Buy |
370,157
+12,659
| +4% | +$778K | 8.98% | 2 |
|
|
2024
Q1 | $20.7M | Buy |
357,498
+34,658
| +11% | +$2.01M | 8.55% | 2 |
|
|
2023
Q4 | $18.2M | Buy |
322,840
+40,632
| +14% | +$2.29M | 7.98% | 2 |
|
|
2023
Q3 | $14.9M | Buy |
282,208
+143,630
| +104% | +$7.58M | 7.62% | 2 |
|
|
2023
Q2 | $7.46M | Buy |
138,578
+107,398
| +344% | +$5.78M | 3.98% | 9 |
|
|
2023
Q1 | $1.65M | Buy |
+31,180
| New | +$1.65M | 0.98% | 20 |
|