AWA
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AGH Wealth Advisors’s Avantis International Equity ETF AVDE Stock Holding History

AGH Wealth 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
Q1 		$7.56M Sell
89,115
-29,764
-25% -$2.59M 5.57% 3
2025
Q4 		$9.79M Buy
118,879
+1,867
+2% +$150K 7.35% 2
2025
Q3 		$9.23M Buy
117,012
+2,715
+2% +$207K 6.77% 2
2025
Q2 		$8.46M Buy
114,297
+517
+0.5% +$36.2K 6.97% 2
2025
Q1 		$7.54M Buy
113,780
+39,858
+54% +$2.59M 7.27% 1
2024
Q4 		$4.54M Buy
+73,922
New +$4.73M 4.2% 5

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

AGH Wealth Advisors's AVDE Position: Q1 2026 in Review

AGH Wealth Advisors reduced its Avantis International Equity ETF (AVDE) stake by 25% in Q1 2026, selling an estimated $2.59M and leaving 89,115 shares worth $7.56M. The position accounts for 5.57% of the portfolio, ranked #3.

AGH Wealth Advisors first reported a position in AVDE in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.79M in Q4 2025. 671 funds tracked by Wall St. Rank hold AVDE as of Q1 2026.

  • AGH Wealth Advisors held 89,115 shares of Avantis International Equity ETF worth $7.56M as of Q1 2026.
  • AGH Wealth Advisors sold 29,764 Avantis International Equity ETF shares in Q1 2026, an estimated $2.59M.
  • Avantis International Equity ETF made up 5.57% of AGH Wealth Advisors's portfolio in Q1 2026, its #3 holding.
  • AGH Wealth Advisors first reported a position in Avantis International Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • AGH Wealth Advisors's Avantis International Equity ETF position peaked at $9.79M in Q4 2025.
  • 671 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q1 2026.

Based on AGH Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.