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

Cornerstone Management’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	$228K	Buy	+2,365	New	+$218K	0.03%	64
2024 Q4	–	Sell	-4,454	Closed	-$288K	–	54
2024 Q3	$288K	Sell	4,454 -226	-5%	-$13.8K	0.06%	43
2024 Q2	$286K	Buy	4,680 +235	+5%	+$14.1K	0.06%	41
2024 Q1	$258K	Hold	4,445	–	–	0.06%	46
2023 Q4	$251K	Sell	4,445 -334	-7%	-$18K	0.06%	42
2023 Q3	$252K	Hold	4,779	–	–	0.07%	41
2023 Q2	$257K	Sell	4,779 -166	-3%	-$8.83K	0.07%	42
2023 Q1	$262K	Hold	4,945	–	–	0.07%	42
2022 Q4	$249K	Sell	4,945 -2,958	-37%	-$145K	0.07%	43
2022 Q3	$363K	Sell	7,903 -1,908	-19%	-$97.1K	0.1%	37
2022 Q2	$510K	Sell	9,811 -154	-2%	-$8.53K	0.13%	36
2022 Q1	$591K	Hold	9,965	–	–	0.15%	35
2021 Q4	$631K	Buy	9,965 +490	+5%	+$31.6K	0.17%	33
2021 Q3	$611K	Hold	9,475	–	–	0.16%	36
2021 Q2	$659K	Sell	9,475 -550	-5%	-$37.4K	0.18%	32
2021 Q1	$659K	Sell	10,025 -5	-0%	-$330	0.19%	33
2020 Q4	$620K	Buy	10,030 +4,655	+87%	+$264K	0.2%	31
2020 Q3	$278K	Buy	+5,375	New	+$278K	0.09%	37

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

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

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

FFA

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

BHWM

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

Cornerstone Management's AVEM Position: Q2 2026 in Review

Cornerstone Management opened a new position in Avantis Emerging Markets Equity ETF (AVEM) in Q2 2026: 2,365 shares worth $228K. The stake represents 0.03% of the portfolio and ranks #64 among its holdings. This is a return to the name: Cornerstone Management previously reported a position in AVEM as recently as Q3 2024.

Cornerstone Management first reported a position in AVEM in Q3 2020 and has held it in 18 quarters since. The position peaked at $659K in Q2 2021. 193 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Cornerstone Management held 2,365 shares of Avantis Emerging Markets Equity ETF worth $228K as of Q2 2026.
Avantis Emerging Markets Equity ETF was a new Cornerstone Management position in Q2 2026.
Avantis Emerging Markets Equity ETF made up 0.03% of Cornerstone Management's portfolio in Q2 2026, its #64 holding.
Cornerstone Management first reported a position in Avantis Emerging Markets Equity ETF in Q3 2020 and has held it in 18 quarters since.
Cornerstone Management's Avantis Emerging Markets Equity ETF position peaked at $659K in Q2 2021.
193 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Cornerstone Management's 13F filing for Q2 2026, filed 16 Jul 2026.