Arcadia Wealth Management (New York)’s Avantis International Equity ETF AVDE Stock Holding History

Arcadia Wealth Management (New York)’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	$4.47M	Buy	52,693 +3,564	+7%	+$310K	2.42%	9
2025 Q4	$4.04M	Buy	49,129 +3,613	+8%	+$290K	2.32%	10
2025 Q3	$3.59M	Buy	45,516 +2,016	+5%	+$154K	2.18%	10
2025 Q2	$3.22M	Buy	43,500 +1,666	+4%	+$117K	2.19%	9
2025 Q1	$2.77M	Buy	41,834 +2,519	+6%	+$164K	2.16%	9
2024 Q4	$2.41M	Buy	+39,315	New	+$2.52M	2.05%	10

Other funds holding AVDE

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Arcadia Wealth Management (New York)'s AVDE Position: Q1 2026 in Review

Arcadia Wealth Management (New York) increased its Avantis International Equity ETF (AVDE) stake by 7.3% in Q1 2026, buying an estimated $310K and bringing the position to 52,693 shares worth $4.47M. The position accounts for 2.42% of the portfolio, ranked #9.

Arcadia Wealth Management (New York) first reported a position in AVDE in Q4 2024 and has held it in 6 quarters since. 672 funds tracked by Wall St. Rank hold AVDE as of Q1 2026.

Arcadia Wealth Management (New York) held 52,693 shares of Avantis International Equity ETF worth $4.47M as of Q1 2026.
Arcadia Wealth Management (New York) bought 3,564 Avantis International Equity ETF shares in Q1 2026, an estimated $310K.
Avantis International Equity ETF made up 2.42% of Arcadia Wealth Management (New York)'s portfolio in Q1 2026, its #9 holding.
Arcadia Wealth Management (New York) first reported a position in Avantis International Equity ETF in Q4 2024 and has held it in 6 quarters since.
672 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q1 2026.

Based on Arcadia Wealth Management (New York)'s 13F filing for Q1 2026, filed 14 May 2026.