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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Clune & Associates's AVEM Position: Q2 2026 in Review

Clune & Associates reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 2.2% in Q2 2026, selling an estimated $107K and leaving 50,845 shares worth $4.91M. The position accounts for 0.74% of the portfolio, ranked #32.

Clune & Associates first reported a position in AVEM in Q4 2024 and has held it in 7 quarters since. 1,006 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Clune & Associates held 50,845 shares of Avantis Emerging Markets Equity ETF worth $4.91M as of Q2 2026.
Clune & Associates sold 1,155 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $107K.
Avantis Emerging Markets Equity ETF made up 0.74% of Clune & Associates's portfolio in Q2 2026, its #32 holding.
Clune & Associates first reported a position in Avantis Emerging Markets Equity ETF in Q4 2024 and has held it in 7 quarters since.
1,006 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.