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Annis Gardner Whiting Capital Advisors’s Avantis International Equity ETF AVDE Stock Holding History

Annis Gardner Whiting Capital 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 		– Sell
-662
Closed -$56.2K – 414
2026
Q1 		$56.2K Sell
662
-14
-2% -$1.22K 0.01% 561
2025
Q4 		$55.6K Buy
+676
New +$54.2K 0.01% 506

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Wealth Enhancement Advisory Services
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MWM
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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

Annis Gardner Whiting Capital Advisors's AVDE Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Avantis International Equity ETF (AVDE) in Q2 2026, closing a stake of 662 shares — an estimated $56.2K sold.

Annis Gardner Whiting Capital Advisors first reported a position in AVDE in Q4 2025 and held it in 2 quarters. The position peaked at $56.2K in Q1 2026. 729 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Avantis International Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 662 Avantis International Equity ETF shares in Q2 2026, an estimated $56.2K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Avantis International Equity ETF in Q4 2025 and held it in 2 quarters.
  • Annis Gardner Whiting Capital Advisors's Avantis International Equity ETF position peaked at $56.2K in Q1 2026.
  • 729 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.