NRWA
AVNM icon

North Ridge Wealth Advisors’s Avantis All International Markets Equity ETF AVNM Stock Holding History

North Ridge Wealth 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
2026
Q1 		$733K Sell
9,629
-114
-1% -$8.91K 0.41% 25
2025
Q4 		$716K Buy
9,743
+4
+0% +$287 0.4% 25
2025
Q3 		$688K Hold
9,739
– – 0.39% 24
2025
Q2 		$636K Buy
9,739
+9,256
+1,916% +$568K 0.39% 24
2025
Q1 		$28.2K Hold
483
– – 0.02% 90
2024
Q4 		$26.5K Buy
+483
New +$27.7K 0.02% 91

Other funds holding AVNM

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return

North Ridge Wealth Advisors's AVNM Position: Q1 2026 in Review

North Ridge Wealth Advisors reduced its Avantis All International Markets Equity ETF (AVNM) stake by 1.2% in Q1 2026, selling an estimated $8.91K and leaving 9,629 shares worth $733K. The position accounts for 0.41% of the portfolio, ranked #25.

North Ridge Wealth Advisors first reported a position in AVNM in Q4 2024 and has held it in 6 quarters since. 53 funds tracked by Wall St. Rank hold AVNM as of Q1 2026.

  • North Ridge Wealth Advisors held 9,629 shares of Avantis All International Markets Equity ETF worth $733K as of Q1 2026.
  • North Ridge Wealth Advisors sold 114 Avantis All International Markets Equity ETF shares in Q1 2026, an estimated $8.91K.
  • Avantis All International Markets Equity ETF made up 0.41% of North Ridge Wealth Advisors's portfolio in Q1 2026, its #25 holding.
  • North Ridge Wealth Advisors first reported a position in Avantis All International Markets Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • 53 funds tracked by Wall St. Rank held Avantis All International Markets Equity ETF as of Q1 2026.

Based on North Ridge Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.