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 Q3	$5.68M	Buy	60,430 +9,585	+19%	+$892K	0.87%	30
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 $6.11B AUM 13.75% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Clune & Associates's AVEM Position: Q3 2026 in Review

Clune & Associates increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 19% in Q3 2026, buying an estimated $892K and bringing the position to 60,430 shares worth $5.68M. The position accounts for 0.87% of the portfolio, ranked #30.

Clune & Associates first reported a position in AVEM in Q4 2024 and has held it in 8 quarters since. 258 funds tracked by Wall St. Rank hold AVEM as of Q3 2026.

Clune & Associates held 60,430 shares of Avantis Emerging Markets Equity ETF worth $5.68M as of Q3 2026.
Clune & Associates bought 9,585 Avantis Emerging Markets Equity ETF shares in Q3 2026, an estimated $892K.
Avantis Emerging Markets Equity ETF made up 0.87% of Clune & Associates's portfolio in Q3 2026, its #30 holding.
Clune & Associates first reported a position in Avantis Emerging Markets Equity ETF in Q4 2024 and has held it in 8 quarters since.
258 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.