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

Fulcrum Equity 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 Q3	–	Sell	-2,638	Closed	-$255K	–	134
2026 Q2	$255K	Sell	2,638 -2,166	-45%	-$200K	0.19%	124
2026 Q1	$387K	Buy	4,804 +273	+6%	+$22.7K	0.37%	66
2025 Q4	$349K	Buy	+4,531	New	+$347K	0.33%	73

Other funds holding AVEM

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Fulcrum Equity Management's AVEM Position: Q3 2026 in Review

Fulcrum Equity Management sold out of Avantis Emerging Markets Equity ETF (AVEM) in Q3 2026, closing a stake of 2,638 shares — an estimated $255K sold.

Fulcrum Equity Management first reported a position in AVEM in Q4 2025 and held it in 3 quarters. The position peaked at $387K in Q1 2026. 963 funds tracked by Wall St. Rank hold AVEM as of Q3 2026.

Fulcrum Equity Management reported no remaining Avantis Emerging Markets Equity ETF position as of Q3 2026 after selling out during the quarter.
Fulcrum Equity Management sold 2,638 Avantis Emerging Markets Equity ETF shares in Q3 2026, an estimated $255K.
Fulcrum Equity Management first reported a position in Avantis Emerging Markets Equity ETF in Q4 2025 and held it in 3 quarters.
Fulcrum Equity Management's Avantis Emerging Markets Equity ETF position peaked at $387K in Q1 2026.
963 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q3 2026.

Based on Fulcrum Equity Management's 13F filing for Q3 2026, filed 21 Oct 2026.