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Rothschild Investment LLC’s Avantis All International Markets Equity ETF AVNM Stock Holding History

Rothschild Investment LLC’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 		$1.13K Hold
15
– – ﹤0.01% 2820
2025
Q4 		$1.08K Hold
15
– – ﹤0.01% 2649
2025
Q3 		$1.03K Hold
15
– – ﹤0.01% 2562
2025
Q2 		$950 Buy
15
+1
+7% +$61 ﹤0.01% 2502
2025
Q1 		$835 Hold
14
– – ﹤0.01% 2434
2024
Q4 		$784 Buy
14
+10
+250% +$574 ﹤0.01% 2363
2024
Q3 		$244 Hold
4
– – ﹤0.01% 2671
2024
Q2 		$228 Buy
+4
New +$227 ﹤0.01% 2441

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 $79.5B AUM 27.1% 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 $425M AUM 60.71% 1-Year Est. Return
BP
BWM Planning The Woodlands, Texas $431M AUM 26% 1-Year Est. Return
DWAM
Duncan Williams Asset Management Memphis, Tennessee $444M AUM 24.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Rothschild Investment LLC's AVNM Position: Q1 2026 in Review

Rothschild Investment LLC held its Avantis All International Markets Equity ETF (AVNM) position steady in Q1 2026 at 15 shares worth $1.13K. The position accounts for ﹤0.01% of the portfolio, ranked #2820.

Rothschild Investment LLC first reported a position in AVNM in Q2 2024 and has held it in 8 quarters since. 53 funds tracked by Wall St. Rank hold AVNM as of Q1 2026.

  • Rothschild Investment LLC held 15 shares of Avantis All International Markets Equity ETF worth $1.13K as of Q1 2026.
  • Rothschild Investment LLC left its Avantis All International Markets Equity ETF share count unchanged in Q1 2026.
  • Avantis All International Markets Equity ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #2820 holding.
  • Rothschild Investment LLC first reported a position in Avantis All International Markets Equity ETF in Q2 2024 and has held it in 8 quarters since.
  • 53 funds tracked by Wall St. Rank held Avantis All International Markets Equity ETF as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.