Aurelius Family Office’s Avantis International Equity ETF AVDE Stock Holding History

Aurelius Family Office’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	$1.18M	Sell	13,218 -405	-3%	-$36.3K	0.46%	29
2026 Q1	$1.16M	Sell	13,623 -1,479	-10%	-$129K	0.5%	27
2025 Q4	$1.27M	Sell	15,102 -829	-5%	-$66.5K	0.55%	27
2025 Q3	$1.26M	Sell	15,931 -738	-4%	-$56.2K	0.56%	26
2025 Q2	$1.23M	Sell	16,669 -615	-4%	-$43K	0.58%	26
2025 Q1	$1.15M	Sell	17,284 -1,587	-8%	-$103K	0.58%	26
2024 Q4	$1.16M	Buy	+18,871	New	+$1.21M	0.58%	26

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

Aurelius Family Office's AVDE Position: Q2 2026 in Review

Aurelius Family Office reduced its Avantis International Equity ETF (AVDE) stake by 3% in Q2 2026, selling an estimated $36.3K and leaving 13,218 shares worth $1.18M. The position accounts for 0.46% of the portfolio, ranked #29.

Aurelius Family Office first reported a position in AVDE in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.27M in Q4 2025. 725 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

Aurelius Family Office held 13,218 shares of Avantis International Equity ETF worth $1.18M as of Q2 2026.
Aurelius Family Office sold 405 Avantis International Equity ETF shares in Q2 2026, an estimated $36.3K.
Avantis International Equity ETF made up 0.46% of Aurelius Family Office's portfolio in Q2 2026, its #29 holding.
Aurelius Family Office first reported a position in Avantis International Equity ETF in Q4 2024 and has held it in 7 quarters since.
Aurelius Family Office's Avantis International Equity ETF position peaked at $1.27M in Q4 2025.
725 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on Aurelius Family Office's 13F filing for Q2 2026, filed 13 Jul 2026.