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Morling Financial Advisors’s Avantis All International Markets Equity ETF AVNM Stock Holding History

Morling Financial Advisors’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
Q2 		– Sell
-712
Closed -$41.5K – 105
2025
Q1 		$41.5K Hold
712
– – 0.01% 105
2024
Q4 		$39K Buy
+712
New +$40.9K 0.01% 96

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 $79.5B AUM 27.1% 1-Year Est. Return
WMP
Wealth Management Partners Tucson, Arizona $425M AUM 60.71% 1-Year Est. Return
BP
BWM Planning The Woodlands, Texas $431M AUM 26% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return
PAM
Peak Asset Management Louisville, Colorado $567M AUM 16.44% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morling Financial Advisors's AVNM Position: Q2 2025 in Review

Morling Financial Advisors sold out of Avantis All International Markets Equity ETF (AVNM) in Q2 2025, closing a stake of 712 shares — an estimated $41.5K sold.

Morling Financial Advisors first reported a position in AVNM in Q4 2024 and held it in 2 quarters. The position peaked at $41.5K in Q1 2025. 31 funds tracked by Wall St. Rank hold AVNM as of Q2 2025.

  • Morling Financial Advisors reported no remaining Avantis All International Markets Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Morling Financial Advisors sold 712 Avantis All International Markets Equity ETF shares in Q2 2025, an estimated $41.5K.
  • Morling Financial Advisors first reported a position in Avantis All International Markets Equity ETF in Q4 2024 and held it in 2 quarters.
  • Morling Financial Advisors's Avantis All International Markets Equity ETF position peaked at $41.5K in Q1 2025.
  • 31 funds tracked by Wall St. Rank held Avantis All International Markets Equity ETF as of Q2 2025.

Based on Morling Financial Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.