WFA
Wipfli Financial Advisors’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | $97.8M | Sell |
2,129,942
-162,851
| -7% | -$7.48M | 6.88% | 3 |
|
2022
Q2 | $119M | Buy |
2,292,793
+145,688
| +7% | +$7.58M | 12.97% | 2 |
|
2022
Q1 | $127M | Buy |
2,147,105
+28,010
| +1% | +$1.66M | 12.85% | 3 |
|
2021
Q4 | $134M | Buy |
2,119,095
+157,618
| +8% | +$9.98M | 15.39% | 3 |
|
2021
Q3 | $127M | Buy |
1,961,477
+61,438
| +3% | +$3.96M | 16.13% | 2 |
|
2021
Q2 | $132M | Buy |
1,900,039
+111,490
| +6% | +$7.75M | 18.66% | 1 |
|
2021
Q1 | $118M | Buy |
1,788,549
+43,702
| +3% | +$2.87M | 63.98% | 1 |
|
2020
Q4 | $108M | Buy |
+1,744,847
| New | +$108M | 64.22% | 1 |
|