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 Q2	$8.34M	Buy	93,519 +4,404	+5%	+$395K	5.26%	3
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 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

AGH Wealth Advisors's AVDE Position: Q2 2026 in Review

AGH Wealth Advisors increased its Avantis International Equity ETF (AVDE) stake by 4.9% in Q2 2026, buying an estimated $395K and bringing the position to 93,519 shares worth $8.34M. The position accounts for 5.26% of the portfolio, ranked #3.

AGH Wealth Advisors first reported a position in AVDE in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.79M in Q4 2025. 724 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

AGH Wealth Advisors held 93,519 shares of Avantis International Equity ETF worth $8.34M as of Q2 2026.
AGH Wealth Advisors bought 4,404 Avantis International Equity ETF shares in Q2 2026, an estimated $395K.
Avantis International Equity ETF made up 5.26% of AGH Wealth Advisors's portfolio in Q2 2026, its #3 holding.
AGH Wealth Advisors first reported a position in Avantis International Equity ETF in Q4 2024 and has held it in 7 quarters since.
AGH Wealth Advisors's Avantis International Equity ETF position peaked at $9.79M in Q4 2025.
724 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on AGH Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.