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CX Institutional’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

CX Institutional’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 		$40K Sell
411
-412
-50% -$38K ﹤0.01% 1015
2026
Q1 		$66K Hold
823
– – ﹤0.01% 924
2025
Q4 		$63K Buy
823
+13
+2% +$995 ﹤0.01% 930
2025
Q3 		$61K Buy
+810
New +$57.9K ﹤0.01% 907

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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
AP
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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

CX Institutional's AVEM Position: Q2 2026 in Review

CX Institutional reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 50% in Q2 2026, selling an estimated $38K and leaving 411 shares worth $40K. The position accounts for ﹤0.01% of the portfolio, ranked #1015.

CX Institutional first reported a position in AVEM in Q3 2025 and has held it in 4 quarters since. The position peaked at $66K in Q1 2026. 296 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • CX Institutional held 411 shares of Avantis Emerging Markets Equity ETF worth $40K as of Q2 2026.
  • CX Institutional sold 412 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $38K.
  • Avantis Emerging Markets Equity ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1015 holding.
  • CX Institutional first reported a position in Avantis Emerging Markets Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • CX Institutional's Avantis Emerging Markets Equity ETF position peaked at $66K in Q1 2026.
  • 296 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.