Accurate Wealth Management’s Avantis International Equity ETF AVDE Stock Holding History

Accurate Wealth Management’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	$4.79M	Buy	53,231 +20,023	+60%	+$1.8M	0.46%	43
2026 Q1	$2.97M	Buy	33,208 +17,854	+116%	+$1.55M	0.36%	54
2025 Q4	$1.3M	Buy	15,354 +7,151	+87%	+$574K	0.16%	140
2025 Q3	$645K	Buy	+8,203	New	+$625K	0.09%	246

Other funds holding AVDE

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

MWM

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

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

ORL

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

GSWM

Greenup Street Wealth Management Ann Arbor, Michigan $822M AUM 25.64% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

WRPWM

Werba Rubin Papier Wealth Management San Jose, California $824M AUM 24.76% 1-Year Est. Return

Accurate Wealth Management's AVDE Position: Q2 2026 in Review

Accurate Wealth Management increased its Avantis International Equity ETF (AVDE) stake by 60% in Q2 2026, buying an estimated $1.8M and bringing the position to 53,231 shares worth $4.79M. The position accounts for 0.46% of the portfolio, ranked #43.

Accurate Wealth Management first reported a position in AVDE in Q3 2025 and has held it in 4 quarters since. 346 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

Accurate Wealth Management held 53,231 shares of Avantis International Equity ETF worth $4.79M as of Q2 2026.
Accurate Wealth Management bought 20,023 Avantis International Equity ETF shares in Q2 2026, an estimated $1.8M.
Avantis International Equity ETF made up 0.46% of Accurate Wealth Management's portfolio in Q2 2026, its #43 holding.
Accurate Wealth Management first reported a position in Avantis International Equity ETF in Q3 2025 and has held it in 4 quarters since.
346 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.