Gladstone Institutional Advisory’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Gladstone Institutional Advisory’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	$1.32M	Sell	14,011 -374	-3%	-$34.8K	0.04%	402
2026 Q2	$1.39M	Buy	14,385 +318	+2%	+$29.3K	0.04%	356
2026 Q1	$1.13M	Buy	14,067 +2,972	+27%	+$247K	0.04%	352
2025 Q4	$855K	Buy	11,095 +5,025	+83%	+$385K	0.03%	400
2025 Q3	$456K	Buy	6,070 +2,500	+70%	+$179K	0.02%	539
2025 Q2	$245K	Buy	+3,570	New	+$225K	0.01%	649
2024 Q4	–	Sell	-3,175	Closed	-$205K	–	698
2024 Q3	$205K	Buy	+3,175	New	+$194K	0.01%	653

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

Gladstone Institutional Advisory's AVEM Position: Q3 2026 in Review

Gladstone Institutional Advisory reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 2.6% in Q3 2026, selling an estimated $34.8K and leaving 14,011 shares worth $1.32M. The position accounts for 0.04% of the portfolio, ranked #402.

Gladstone Institutional Advisory first reported a position in AVEM in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.39M in Q2 2026. 963 funds tracked by Wall St. Rank hold AVEM as of Q3 2026.

Gladstone Institutional Advisory held 14,011 shares of Avantis Emerging Markets Equity ETF worth $1.32M as of Q3 2026.
Gladstone Institutional Advisory sold 374 Avantis Emerging Markets Equity ETF shares in Q3 2026, an estimated $34.8K.
Avantis Emerging Markets Equity ETF made up 0.04% of Gladstone Institutional Advisory's portfolio in Q3 2026, its #402 holding.
Gladstone Institutional Advisory first reported a position in Avantis Emerging Markets Equity ETF in Q3 2024 and has held it in 7 quarters since.
Gladstone Institutional Advisory's Avantis Emerging Markets Equity ETF position peaked at $1.39M in Q2 2026.
963 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q3 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2026, filed 13 Nov 2026.