Balance Wealth’s Avantis International Equity ETF AVDE Stock Holding History

Balance Wealth’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	$3.75M	Buy	42,016 +4,611	+12%	+$413K	1%	22
2026 Q1	$3.17M	Buy	37,405 +9,726	+35%	+$845K	0.99%	24
2025 Q4	$2.28M	Buy	27,679 +4,470	+19%	+$359K	0.73%	31
2025 Q3	$1.83M	Buy	23,209 +708	+3%	+$53.9K	0.45%	34
2025 Q2	$1.67M	Sell	22,501 -1,603	-7%	-$112K	0.98%	27
2025 Q1	$1.6M	Buy	+24,104	New	+$1.57M	1.04%	28

Other funds holding AVDE

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

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

ORL

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Balance Wealth's AVDE Position: Q2 2026 in Review

Balance Wealth increased its Avantis International Equity ETF (AVDE) stake by 12% in Q2 2026, buying an estimated $413K and bringing the position to 42,016 shares worth $3.75M. The position accounts for 1% of the portfolio, ranked #22.

Balance Wealth first reported a position in AVDE in Q1 2025 and has held it in 6 quarters since. 263 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

Balance Wealth held 42,016 shares of Avantis International Equity ETF worth $3.75M as of Q2 2026.
Balance Wealth bought 4,611 Avantis International Equity ETF shares in Q2 2026, an estimated $413K.
Avantis International Equity ETF made up 1% of Balance Wealth's portfolio in Q2 2026, its #22 holding.
Balance Wealth first reported a position in Avantis International Equity ETF in Q1 2025 and has held it in 6 quarters since.
263 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

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