Clune & Associates’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Clune & Associates’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	$4.91M	Sell	50,845 -1,155	-2%	-$107K	0.74%	32
2026 Q1	$4.19M	Sell	52,000 -6,049	-10%	-$502K	0.79%	37
2025 Q4	$4.47M	Buy	58,049 +11,034	+23%	+$845K	0.97%	32
2025 Q3	$3.53M	Buy	47,015 +3,575	+8%	+$255K	0.88%	37
2025 Q2	$2.98M	Buy	43,440 +1,571	+4%	+$98.9K	0.82%	38
2025 Q1	$2.52M	Sell	41,869 -140	-0.3%	-$8.42K	0.77%	37
2024 Q4	$2.47M	Buy	+42,009	New	+$2.61M	0.82%	36

Other funds holding AVEM

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return