SW
Simplicity Wealth’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 | $28.2M | Buy |
411,510
+221,519
| +117% | +$15.2M | 1.17% | 15 |
|
2025
Q1 | $11.4M | Buy |
+189,991
| New | +$11.4M | 0.89% | 17 |
|
2024
Q4 | – | Sell |
-159,572
| Closed | -$10.3M | – | 334 |
|
2024
Q3 | $10.3M | Buy |
159,572
+143,489
| +892% | +$9.27M | 0.95% | 17 |
|
2024
Q2 | $982K | Buy |
+16,083
| New | +$982K | 0.02% | 532 |
|