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CFS Investment Advisory Services’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

CFS Investment Advisory Services’s Portfolio AVEM Stock Details AVEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.4M Sell
58,386
-44,927
-43% -$4.14M 0.36% 64
2026
Q1 		$9.29M Buy
103,313
+10,978
+12% +$912K 0.64% 43
2025
Q4 		$7.11M Buy
92,335
+44,244
+92% +$3.39M 0.52% 48
2025
Q3 		$3.71M Buy
+48,091
New +$3.44M 0.28% 72

Other funds holding AVEM

AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

CFS Investment Advisory Services's AVEM Position: Q2 2026 in Review

CFS Investment Advisory Services reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 43% in Q2 2026, selling an estimated $4.14M and leaving 58,386 shares worth $5.4M. The position accounts for 0.36% of the portfolio, ranked #64.

CFS Investment Advisory Services first reported a position in AVEM in Q3 2025 and has held it in 4 quarters since. The position peaked at $9.29M in Q1 2026. 299 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • CFS Investment Advisory Services held 58,386 shares of Avantis Emerging Markets Equity ETF worth $5.4M as of Q2 2026.
  • CFS Investment Advisory Services sold 44,927 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $4.14M.
  • Avantis Emerging Markets Equity ETF made up 0.36% of CFS Investment Advisory Services's portfolio in Q2 2026, its #64 holding.
  • CFS Investment Advisory Services first reported a position in Avantis Emerging Markets Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • CFS Investment Advisory Services's Avantis Emerging Markets Equity ETF position peaked at $9.29M in Q1 2026.
  • 299 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.