1620 Investment Advisors’s Avantis International Equity ETF AVDE Stock Holding History

1620 Investment Advisors’s Portfolio AVDE Stock Details AVDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$184K	Sell	2,062 -60	-3%	-$5.38K	0.11%	189
2026 Q1	$180K	Sell	2,122 -85	-4%	-$7.39K	0.12%	167
2025 Q4	$182K	Hold	2,207	–	–	0.12%	169
2025 Q3	$174K	Buy	2,207 +60	+3%	+$4.57K	0.12%	168
2025 Q2	$159K	Buy	2,147 +55	+3%	+$3.85K	0.11%	171
2025 Q1	$139K	Buy	2,092 +161	+8%	+$10.5K	0.11%	175
2024 Q4	$119K	Buy	+1,931	New	+$124K	0.09%	198

Other funds holding AVDE

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

1620 Investment Advisors's AVDE Position: Q2 2026 in Review

1620 Investment Advisors reduced its Avantis International Equity ETF (AVDE) stake by 2.8% in Q2 2026, selling an estimated $5.38K and leaving 2,062 shares worth $184K. The position accounts for 0.11% of the portfolio, ranked #189.

1620 Investment Advisors first reported a position in AVDE in Q4 2024 and has held it in 7 quarters since. 725 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

1620 Investment Advisors held 2,062 shares of Avantis International Equity ETF worth $184K as of Q2 2026.
1620 Investment Advisors sold 60 Avantis International Equity ETF shares in Q2 2026, an estimated $5.38K.
Avantis International Equity ETF made up 0.11% of 1620 Investment Advisors's portfolio in Q2 2026, its #189 holding.
1620 Investment Advisors first reported a position in Avantis International Equity ETF in Q4 2024 and has held it in 7 quarters since.
725 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.