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AVDE icon

Advisor OS’s Avantis International Equity ETF AVDE Stock Holding History

Advisor OS’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
Q1 		$844K Sell
9,944
-663
-6% -$57.6K 0.06% 206
2025
Q4 		$873K Sell
10,607
-134
-1% -$10.7K 0.07% 180
2025
Q3 		$847K Sell
10,741
-3,868
-26% -$295K 0.07% 178
2025
Q2 		$1.08M Sell
14,609
-4,103
-22% -$287K 0.11% 134
2025
Q1 		$1.24M Buy
+18,712
New +$1.22M 0.14% 104

Other funds holding AVDE

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Advisor OS's AVDE Position: Q1 2026 in Review

Advisor OS reduced its Avantis International Equity ETF (AVDE) stake by 6.3% in Q1 2026, selling an estimated $57.6K and leaving 9,944 shares worth $844K. The position accounts for 0.06% of the portfolio, ranked #206.

Advisor OS first reported a position in AVDE in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.24M in Q1 2025. 671 funds tracked by Wall St. Rank hold AVDE as of Q1 2026.

  • Advisor OS held 9,944 shares of Avantis International Equity ETF worth $844K as of Q1 2026.
  • Advisor OS sold 663 Avantis International Equity ETF shares in Q1 2026, an estimated $57.6K.
  • Avantis International Equity ETF made up 0.06% of Advisor OS's portfolio in Q1 2026, its #206 holding.
  • Advisor OS first reported a position in Avantis International Equity ETF in Q1 2025 and has held it in 5 quarters since.
  • Advisor OS's Avantis International Equity ETF position peaked at $1.24M in Q1 2025.
  • 671 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.