AWM
AVDE icon

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

Angeles 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 		$43.3K Buy
485
+400
+471% +$35.9K ﹤0.01% 573
2026
Q1 		$7.21K Hold
85
– – ﹤0.01% 509
2025
Q4 		$7K Hold
85
– – ﹤0.01% 455
2025
Q3 		$6.71K Sell
85
-216
-72% -$16.4K ﹤0.01% 401
2025
Q2 		$22.3K Sell
301
-2,332
-89% -$163K ﹤0.01% 400
2025
Q1 		$174K Sell
2,633
-2,111
-44% -$137K 0.01% 289
2024
Q4 		$291K Hold
4,744
– – 0.02% 218
2024
Q3 		$318K Buy
4,744
+4,564
+2,536% +$293K 0.03% 190
2024
Q2 		$11.2K Hold
180
– – ﹤0.01% 288
2024
Q1 		$11.5K Buy
+180
New +$11K ﹤0.01% 280

Other funds holding AVDE

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Angeles Wealth Management increased its Avantis International Equity ETF (AVDE) stake by 471% in Q2 2026, buying an estimated $35.9K and bringing the position to 485 shares worth $43.3K. The position accounts for ﹤0.01% of the portfolio, ranked #573.

Angeles Wealth Management first reported a position in AVDE in Q1 2024 and has held it in 10 quarters since. The position peaked at $318K in Q3 2024. 724 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

  • Angeles Wealth Management held 485 shares of Avantis International Equity ETF worth $43.3K as of Q2 2026.
  • Angeles Wealth Management bought 400 Avantis International Equity ETF shares in Q2 2026, an estimated $35.9K.
  • Avantis International Equity ETF made up ﹤0.01% of Angeles Wealth Management's portfolio in Q2 2026, its #573 holding.
  • Angeles Wealth Management first reported a position in Avantis International Equity ETF in Q1 2024 and has held it in 10 quarters since.
  • Angeles Wealth Management's Avantis International Equity ETF position peaked at $318K in Q3 2024.
  • 724 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.