Ehrlich Financial Group
AVNM icon

Ehrlich Financial Group’s Avantis All International Markets Equity ETF AVNM Stock Holding History

Ehrlich Financial Group’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
Q3 		$239K Buy
2,873
+25
+0.9% +$2.09K 0.12% 113
2026
Q2 		$235K Buy
2,848
+15
+0.5% +$1.23K 0.12% 109
2026
Q1 		$216K Buy
+2,833
New +$221K 0.12% 108

Other funds holding AVNM

Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Geometric Wealth Advisors
Geometric Wealth Advisors Washington, District of Columbia $949M AUM 15.64% 1-Year Est. Return
BWM Planning
BWM Planning The Woodlands, Texas $442M AUM 18.2% 1-Year Est. Return
Wealth Management Partners
Wealth Management Partners Tucson, Arizona $426M AUM 43.17% 1-Year Est. Return
Duncan Williams Asset Management
Duncan Williams Asset Management Memphis, Tennessee $462M AUM 16.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Acumen Wealth Advisors
Acumen Wealth Advisors Chattanooga, Tennessee $546M AUM 26.68% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Howard Bailey Securities
Howard Bailey Securities Fort Wayne, Indiana $259M AUM 9.88% 1-Year Est. Return

Ehrlich Financial Group's AVNM Position: Q3 2026 in Review

Ehrlich Financial Group increased its Avantis All International Markets Equity ETF (AVNM) stake by 0.88% in Q3 2026, buying an estimated $2.09K and bringing the position to 2,873 shares worth $239K. The position accounts for 0.12% of the portfolio, ranked #113.

Ehrlich Financial Group first reported a position in AVNM in Q1 2026 and has held it in 3 quarters since. 55 funds tracked by Wall St. Rank hold AVNM as of Q3 2026.

  • Ehrlich Financial Group held 2,873 shares of Avantis All International Markets Equity ETF worth $239K as of Q3 2026.
  • Ehrlich Financial Group bought 25 Avantis All International Markets Equity ETF shares in Q3 2026, an estimated $2.09K.
  • Avantis All International Markets Equity ETF made up 0.12% of Ehrlich Financial Group's portfolio in Q3 2026, its #113 holding.
  • Ehrlich Financial Group first reported a position in Avantis All International Markets Equity ETF in Q1 2026 and has held it in 3 quarters since.
  • 55 funds tracked by Wall St. Rank held Avantis All International Markets Equity ETF as of Q3 2026.

Based on Ehrlich Financial Group's 13F filing for Q3 2026, filed 20 Oct 2026.