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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Gladstone Institutional Advisory's AVEM Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 2.3% in Q2 2026, buying an estimated $29.3K and bringing the position to 14,385 shares worth $1.39M. The position accounts for 0.04% of the portfolio, ranked #356.

Gladstone Institutional Advisory first reported a position in AVEM in Q3 2024 and has held it in 6 quarters since. 1,008 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • Gladstone Institutional Advisory held 14,385 shares of Avantis Emerging Markets Equity ETF worth $1.39M as of Q2 2026.
  • Gladstone Institutional Advisory bought 318 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $29.3K.
  • Avantis Emerging Markets Equity ETF made up 0.04% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #356 holding.
  • Gladstone Institutional Advisory first reported a position in Avantis Emerging Markets Equity ETF in Q3 2024 and has held it in 6 quarters since.
  • 1,008 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.