Willow Creek Wealth Management’s Avantis Responsible Emerging Markets Equity ETF AVSE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.02M | Buy |
136,736
+20,240
| +17% | +$1.19M | 0.72% | 30 |
|
|
2025
Q1 | $5.99M | Buy |
116,496
+12,853
| +12% | +$660K | 0.58% | 33 |
|
|
2024
Q4 | $5.23M | Buy |
103,643
+2,360
| +2% | +$119K | 0.53% | 33 |
|
|
2024
Q3 | $5.6M | Buy |
101,283
+3,853
| +4% | +$213K | 0.59% | 32 |
|
|
2024
Q2 | $5.04M | Buy |
97,430
+683
| +0.7% | +$35.3K | 0.57% | 32 |
|
|
2024
Q1 | $4.75M | Buy |
96,747
+762
| +0.8% | +$37.4K | 0.56% | 32 |
|
|
2023
Q4 | $4.6M | Sell |
95,985
-15,604
| -14% | -$748K | 0.58% | 31 |
|
|
2023
Q3 | $5.01M | Buy |
111,589
+1,857
| +2% | +$83.3K | 0.75% | 27 |
|
|
2023
Q2 | $5.04M | Buy |
109,732
+363
| +0.3% | +$16.7K | 0.71% | 26 |
|
|
2023
Q1 | $4.9M | Buy |
109,369
+2,418
| +2% | +$108K | 0.76% | 25 |
|
|
2022
Q4 | $4.57M | Buy |
106,951
+68,399
| +177% | +$2.92M | 0.76% | 25 |
|
|
2022
Q3 | $1.49M | Buy |
38,552
+30,691
| +390% | +$1.19M | 0.29% | 45 |
|
|
2022
Q2 | $344K | Buy |
+7,861
| New | +$344K | 0.06% | 84 |
|