MWM
AVNM icon

Modern Wealth Management’s Avantis All International Markets Equity ETF AVNM Stock Holding History

Modern Wealth Management’s Portfolio AVNM Stock Details AVNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-4,468
Closed -$315K – 847
2025
Q3 		$315K Buy
+4,468
New +$303K 0.01% 627

Other funds holding AVNM

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WMP
Wealth Management Partners Tucson, Arizona $350M AUM 39.2% 1-Year Est. Return
BP
BWM Planning The Woodlands, Texas $379M AUM 21.72% 1-Year Est. Return
DWAM
Duncan Williams Asset Management Memphis, Tennessee $361M AUM 18% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EFA
Edge Financial Advisors Wheaton, Illinois $238M AUM 17.31% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $809M AUM 19.33% 1-Year Est. Return

Modern Wealth Management's AVNM Position: Q4 2025 in Review

Modern Wealth Management sold out of Avantis All International Markets Equity ETF (AVNM) in Q4 2025, closing a stake of 4,468 shares — an estimated $315K sold.

Modern Wealth Management first reported a position in AVNM in Q3 2025 and held it in 1 quarter. The position peaked at $315K in Q3 2025. 40 funds tracked by Wall St. Rank hold AVNM as of Q4 2025.

  • Modern Wealth Management reported no remaining Avantis All International Markets Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Modern Wealth Management sold 4,468 Avantis All International Markets Equity ETF shares in Q4 2025, an estimated $315K.
  • Modern Wealth Management first reported a position in Avantis All International Markets Equity ETF in Q3 2025 and held it in 1 quarter.
  • Modern Wealth Management's Avantis All International Markets Equity ETF position peaked at $315K in Q3 2025.
  • 40 funds tracked by Wall St. Rank held Avantis All International Markets Equity ETF as of Q4 2025.

Based on Modern Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.