BWM Planning’s Avantis All International Markets Equity ETF AVNM Stock Holding History

BWM Planning’s Portfolio AVNM Stock Details AVNM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$33.5M	Buy	406,514 +27,507	+7%	+$2.26M	7.77%	3
2026 Q1	$28.9M	Buy	379,007 +43,660	+13%	+$3.41M	7.61%	3
2025 Q4	$24.7M	Buy	335,347 +75,249	+29%	+$5.4M	6.59%	4
2025 Q3	$18.4M	Buy	260,098 +21,455	+9%	+$1.45M	5.46%	5
2025 Q2	$15.6M	Buy	238,643 +45,565	+24%	+$2.79M	5.37%	5
2025 Q1	$11.3M	Buy	193,078 +17,211	+10%	+$987K	4.76%	3
2024 Q4	$9.63M	Buy	175,867 +20,624	+13%	+$1.18M	4.19%	7
2024 Q3	$9.32M	Buy	+155,243	New	+$8.88M	4.13%	8

Other funds holding AVNM

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GWA

Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 1-Year Est. Return

WMP

Wealth Management Partners Tucson, Arizona $425M AUM 60.71% 1-Year Est. Return

DWAM

Duncan Williams Asset Management Memphis, Tennessee $444M AUM 24.78% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWA

Acumen Wealth Advisors Chattanooga, Tennessee $472M AUM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

BWM Planning's AVNM Position: Q2 2026 in Review

BWM Planning increased its Avantis All International Markets Equity ETF (AVNM) stake by 7.3% in Q2 2026, buying an estimated $2.26M and bringing the position to 406,514 shares worth $33.5M. The position accounts for 7.77% of the portfolio, ranked #3.

BWM Planning first reported a position in AVNM in Q3 2024 and has held it in 8 quarters since. 56 funds tracked by Wall St. Rank hold AVNM as of Q2 2026.

BWM Planning held 406,514 shares of Avantis All International Markets Equity ETF worth $33.5M as of Q2 2026.
BWM Planning bought 27,507 Avantis All International Markets Equity ETF shares in Q2 2026, an estimated $2.26M.
Avantis All International Markets Equity ETF made up 7.77% of BWM Planning's portfolio in Q2 2026, its #3 holding.
BWM Planning first reported a position in Avantis All International Markets Equity ETF in Q3 2024 and has held it in 8 quarters since.
56 funds tracked by Wall St. Rank held Avantis All International Markets Equity ETF as of Q2 2026.

Based on BWM Planning's 13F filing for Q2 2026, filed 23 Jul 2026.