Duncan Williams Asset Management’s Avantis All International Markets Equity ETF AVNM Stock Holding History

Duncan Williams Asset Management’s Portfolio AVNM Stock Details AVNM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$29.8M	Buy	361,184 +47,290	+15%	+$3.89M	6.71%	4
2026 Q1	$23.9M	Buy	313,894 +33,633	+12%	+$2.63M	6.63%	4
2025 Q4	$22.2M	Buy	280,261 +271,899	+3,252%	+$19.5M	5.52%	4
2025 Q3	$590K	Buy	+8,362	New	+$566K	0.17%	91

Other funds holding AVNM

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GWA

Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 1-Year Est. Return

BWM Planning The Woodlands, Texas $431M AUM 26% 1-Year Est. Return

WMP

Wealth Management Partners Tucson, Arizona $425M AUM 60.71% 1-Year Est. Return

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

AWA

Acumen Wealth Advisors Chattanooga, Tennessee $472M AUM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Duncan Williams Asset Management's AVNM Position: Q2 2026 in Review

Duncan Williams Asset Management increased its Avantis All International Markets Equity ETF (AVNM) stake by 15% in Q2 2026, buying an estimated $3.89M and bringing the position to 361,184 shares worth $29.8M. The position accounts for 6.71% of the portfolio, ranked #4.

Duncan Williams Asset Management first reported a position in AVNM in Q3 2025 and has held it in 4 quarters since. 56 funds tracked by Wall St. Rank hold AVNM as of Q2 2026.

Duncan Williams Asset Management held 361,184 shares of Avantis All International Markets Equity ETF worth $29.8M as of Q2 2026.
Duncan Williams Asset Management bought 47,290 Avantis All International Markets Equity ETF shares in Q2 2026, an estimated $3.89M.
Avantis All International Markets Equity ETF made up 6.71% of Duncan Williams Asset Management's portfolio in Q2 2026, its #4 holding.
Duncan Williams Asset Management first reported a position in Avantis All International Markets Equity ETF in Q3 2025 and has held it in 4 quarters since.
56 funds tracked by Wall St. Rank held Avantis All International Markets Equity ETF as of Q2 2026.

Based on Duncan Williams Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.