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

Cornerstone Planning Group’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	$4.03K	Buy	44 +30	+214%	+$2.77K	﹤0.01%	1142
2026 Q1	$1.29K	Hold	14	–	–	﹤0.01%	1393
2025 Q4	$1.19K	Buy	+14	New	+$1.07K	﹤0.01%	1307
2025 Q2	–	Sell	-9	Closed	-$536	–	1539
2025 Q1	$536	Buy	+9	New	+$541	﹤0.01%	1278

Other funds holding AVEM

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

AAS

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

Cornerstone Planning Group's AVEM Position: Q2 2026 in Review

Cornerstone Planning Group increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 214% in Q2 2026, buying an estimated $2.77K and bringing the position to 44 shares worth $4.03K. The position accounts for ﹤0.01% of the portfolio, ranked #1142.

Cornerstone Planning Group first reported a position in AVEM in Q1 2025 and has held it in 4 quarters since. 762 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Cornerstone Planning Group held 44 shares of Avantis Emerging Markets Equity ETF worth $4.03K as of Q2 2026.
Cornerstone Planning Group bought 30 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $2.77K.
Avantis Emerging Markets Equity ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1142 holding.
Cornerstone Planning Group first reported a position in Avantis Emerging Markets Equity ETF in Q1 2025 and has held it in 4 quarters since.
762 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.