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Edge Financial Advisors’s Avantis All International Markets Equity ETF AVNM Stock Holding History

Edge Financial Advisors’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
2025
Q4 		$12.1M Buy
164,799
+121,403
+280% +$8.72M 5.1% 2
2025
Q3 		$3.06M Buy
43,396
+21,808
+101% +$1.48M 1.37% 15
2025
Q2 		$1.41M Buy
+21,588
New +$1.32M 0.74% 31

Other funds holding AVNM

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WMP
Wealth Management Partners Tucson, Arizona $350M AUM 39.2% 1-Year Est. Return
BP
BWM Planning The Woodlands, Texas $379M AUM 21.72% 1-Year Est. Return
DWAM
Duncan Williams Asset Management Memphis, Tennessee $361M AUM 18% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $809M AUM 19.33% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return

Edge Financial Advisors's AVNM Position: Q4 2025 in Review

Edge Financial Advisors increased its Avantis All International Markets Equity ETF (AVNM) stake by 280% in Q4 2025, buying an estimated $8.72M and bringing the position to 164,799 shares worth $12.1M. The position accounts for 5.1% of the portfolio, ranked #2.

Edge Financial Advisors first reported a position in AVNM in Q2 2025 and has held it in 3 quarters since. 40 funds tracked by Wall St. Rank hold AVNM as of Q4 2025.

  • Edge Financial Advisors held 164,799 shares of Avantis All International Markets Equity ETF worth $12.1M as of Q4 2025.
  • Edge Financial Advisors bought 121,403 Avantis All International Markets Equity ETF shares in Q4 2025, an estimated $8.72M.
  • Avantis All International Markets Equity ETF made up 5.1% of Edge Financial Advisors's portfolio in Q4 2025, its #2 holding.
  • Edge Financial Advisors first reported a position in Avantis All International Markets Equity ETF in Q2 2025 and has held it in 3 quarters since.
  • 40 funds tracked by Wall St. Rank held Avantis All International Markets Equity ETF as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.