FEM
AVEM icon

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
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

AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Fulcrum Equity Management's AVEM Position: Q2 2026 in Review

Fulcrum Equity Management reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 45% in Q2 2026, selling an estimated $200K and leaving 2,638 shares worth $255K. The position accounts for 0.19% of the portfolio, ranked #124.

Fulcrum Equity Management first reported a position in AVEM in Q4 2025 and has held it in 3 quarters since. The position peaked at $387K in Q1 2026. 212 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • Fulcrum Equity Management held 2,638 shares of Avantis Emerging Markets Equity ETF worth $255K as of Q2 2026.
  • Fulcrum Equity Management sold 2,166 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $200K.
  • Avantis Emerging Markets Equity ETF made up 0.19% of Fulcrum Equity Management's portfolio in Q2 2026, its #124 holding.
  • Fulcrum Equity Management first reported a position in Avantis Emerging Markets Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • Fulcrum Equity Management's Avantis Emerging Markets Equity ETF position peaked at $387K in Q1 2026.
  • 212 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.