McCarley & Cook Financial Planners’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

McCarley & Cook Financial Planners’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	$180K	Hold	1,913	–	–	0.14%	55
2026 Q2	$185K	Sell	1,913 -416	-18%	-$38.4K	0.14%	53
2026 Q1	$188K	Hold	2,329	–	–	0.16%	53
2025 Q4	$179K	Buy	+2,329	New	+$178K	0.16%	53

Other funds holding AVEM

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

McCarley & Cook Financial Planners's AVEM Position: Q3 2026 in Review

McCarley & Cook Financial Planners held its Avantis Emerging Markets Equity ETF (AVEM) position steady in Q3 2026 at 1,913 shares worth $180K. The position accounts for 0.14% of the portfolio, ranked #55.

McCarley & Cook Financial Planners first reported a position in AVEM in Q4 2025 and has held it in 4 quarters since. The position peaked at $188K in Q1 2026. 289 funds tracked by Wall St. Rank hold AVEM as of Q3 2026.

McCarley & Cook Financial Planners held 1,913 shares of Avantis Emerging Markets Equity ETF worth $180K as of Q3 2026.
McCarley & Cook Financial Planners left its Avantis Emerging Markets Equity ETF share count unchanged in Q3 2026.
Avantis Emerging Markets Equity ETF made up 0.14% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #55 holding.
McCarley & Cook Financial Planners first reported a position in Avantis Emerging Markets Equity ETF in Q4 2025 and has held it in 4 quarters since.
McCarley & Cook Financial Planners's Avantis Emerging Markets Equity ETF position peaked at $188K in Q1 2026.
289 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.