AWM
AVDV icon

Accel Wealth Management’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Accel Wealth Management’s Portfolio AVDV Stock Details AVDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$214K Hold
2,080
– – 0.05% 281
2026
Q1 		$208K Buy
+2,080
New +$212K 0.05% 270
2024
Q2 		– Sell
-4,362
Closed -$287K – 245
2024
Q1 		$287K Hold
4,362
– – 0.12% 159
2023
Q4 		$273K Sell
4,362
-243
-5% -$14.1K 0.14% 151
2023
Q3 		$266K Hold
4,605
– – 0.15% 133
2023
Q2 		$265K Buy
+4,605
New +$270K 0.15% 136

Other funds holding AVDV

AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Accel Wealth Management's AVDV Position: Q2 2026 in Review

Accel Wealth Management held its Avantis International Small Cap Value ETF (AVDV) position steady in Q2 2026 at 2,080 shares worth $214K. The position accounts for 0.05% of the portfolio, ranked #281.

Accel Wealth Management first reported a position in AVDV in Q2 2023 and has held it in 6 quarters since. The position peaked at $287K in Q1 2024. 345 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

  • Accel Wealth Management held 2,080 shares of Avantis International Small Cap Value ETF worth $214K as of Q2 2026.
  • Accel Wealth Management left its Avantis International Small Cap Value ETF share count unchanged in Q2 2026.
  • Avantis International Small Cap Value ETF made up 0.05% of Accel Wealth Management's portfolio in Q2 2026, its #281 holding.
  • Accel Wealth Management first reported a position in Avantis International Small Cap Value ETF in Q2 2023 and has held it in 6 quarters since.
  • Accel Wealth Management's Avantis International Small Cap Value ETF position peaked at $287K in Q1 2024.
  • 345 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.