Capstone Wealth Management’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.36M Buy
25,094
+1,522
+6% +$140K 1.77% 15
2026
Q1
$1.91M Buy
23,572
+3,405
+17% +$283K 1.62% 16
2025
Q4
$1.58M Buy
+20,167
New +$1.54M 1.39% 15

Other funds holding AVEM

Capstone Wealth Management's AVEM Position: Q2 2026 in Review

Capstone Wealth Management increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 6.5% in Q2 2026, buying an estimated $140K and bringing the position to 25,094 shares worth $2.36M. The position accounts for 1.77% of the portfolio, ranked #15.

Capstone Wealth Management first reported a position in AVEM in Q4 2025 and has held it in 3 quarters since. 1,004 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • Capstone Wealth Management held 25,094 shares of Avantis Emerging Markets Equity ETF worth $2.36M as of Q2 2026.
  • Capstone Wealth Management bought 1,522 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $140K.
  • Avantis Emerging Markets Equity ETF made up 1.77% of Capstone Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Capstone Wealth Management first reported a position in Avantis Emerging Markets Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,004 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Capstone Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.