Flagstone Financial Management’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Flagstone Financial Management’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	$8.49M	Sell	88,013 -4,019	-4%	-$371K	1.9%	13
2026 Q1	$7.42M	Sell	92,032 -2,672	-3%	-$222K	1.84%	13
2025 Q4	$7.29M	Sell	94,704 -1,569	-2%	-$120K	1.87%	12
2025 Q3	$7.23M	Sell	96,273 -6,644	-6%	-$475K	1.91%	12
2025 Q2	$7.05M	Sell	102,917 -5,888	-5%	-$371K	2.02%	12
2025 Q1	$6.55M	Sell	108,805 -4,359	-4%	-$262K	2.11%	12
2024 Q4	$6.65M	Buy	113,164 +1,146	+1%	+$71.3K	2.21%	12
2024 Q3	$7.24M	Sell	112,018 -6,897	-6%	-$422K	2.43%	12
2024 Q2	$7.26M	Sell	118,915 -18,367	-13%	-$1.1M	2.7%	11
2024 Q1	$7.96M	Sell	137,282 -39,791	-22%	-$2.24M	3.07%	11
2023 Q4	$9.99M	Sell	177,073 -8,454	-5%	-$455K	4.09%	8
2023 Q3	$9.79M	Sell	185,527 -8,666	-4%	-$471K	4.48%	8
2023 Q2	$10.4M	Sell	194,193 -44,032	-18%	-$2.34M	4.91%	8
2023 Q1	$12.6M	Buy	238,225 +8,773	+4%	+$466K	6.29%	6
2022 Q4	$11.6M	Buy	+229,452	New	+$11.2M	7.05%	5

Other funds holding AVEM

AAS

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

ORL

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

GSWM

Greenup Street Wealth Management Ann Arbor, Michigan $822M AUM 25.64% 1-Year Est. Return

Flagstone Financial Management's AVEM Position: Q2 2026 in Review

Flagstone Financial Management reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 4.4% in Q2 2026, selling an estimated $371K and leaving 88,013 shares worth $8.49M. The position accounts for 1.9% of the portfolio, ranked #13.

Flagstone Financial Management first reported a position in AVEM in Q4 2022 and has held it in 15 quarters since. The position peaked at $12.6M in Q1 2023. 547 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Flagstone Financial Management held 88,013 shares of Avantis Emerging Markets Equity ETF worth $8.49M as of Q2 2026.
Flagstone Financial Management sold 4,019 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $371K.
Avantis Emerging Markets Equity ETF made up 1.9% of Flagstone Financial Management's portfolio in Q2 2026, its #13 holding.
Flagstone Financial Management first reported a position in Avantis Emerging Markets Equity ETF in Q4 2022 and has held it in 15 quarters since.
Flagstone Financial Management's Avantis Emerging Markets Equity ETF position peaked at $12.6M in Q1 2023.
547 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Flagstone Financial Management's 13F filing for Q2 2026, filed 21 Jul 2026.