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 Q3	$241K	Buy	2,560 +195	+8%	+$18.1K	0.04%	61
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

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cornerstone Management's AVEM Position: Q3 2026 in Review

Cornerstone Management increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 8.2% in Q3 2026, buying an estimated $18.1K and bringing the position to 2,560 shares worth $241K. The position accounts for 0.04% of the portfolio, ranked #61.

Cornerstone Management first reported a position in AVEM in Q3 2020 and has held it in 19 quarters since. The position peaked at $659K in Q2 2021. 219 funds tracked by Wall St. Rank hold AVEM as of Q3 2026.

Cornerstone Management held 2,560 shares of Avantis Emerging Markets Equity ETF worth $241K as of Q3 2026.
Cornerstone Management bought 195 Avantis Emerging Markets Equity ETF shares in Q3 2026, an estimated $18.1K.
Avantis Emerging Markets Equity ETF made up 0.04% of Cornerstone Management's portfolio in Q3 2026, its #61 holding.
Cornerstone Management first reported a position in Avantis Emerging Markets Equity ETF in Q3 2020 and has held it in 19 quarters since.
Cornerstone Management's Avantis Emerging Markets Equity ETF position peaked at $659K in Q2 2021.
219 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q3 2026.

Based on Cornerstone Management's 13F filing for Q3 2026, filed 16 Oct 2026.