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

Bannerman Wealth Management Group’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	$754K	Buy	8,454 +119	+1%	+$10.7K	0.44%	20
2026 Q1	$707K	Hold	8,335	–	–	0.48%	20
2025 Q4	$686K	Buy	8,335 +3	+0%	+$241	0.49%	20
2025 Q3	$657K	Hold	8,332	–	–	0.48%	21
2025 Q2	$617K	Sell	8,332 -273	-3%	-$19.1K	0.47%	22
2025 Q1	$570K	Sell	8,605 -268	-3%	-$17.4K	0.47%	21
2024 Q4	$545K	Buy	+8,873	New	+$568K	0.45%	21

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

Bannerman Wealth Management Group's AVDE Position: Q2 2026 in Review

Bannerman Wealth Management Group increased its Avantis International Equity ETF (AVDE) stake by 1.4% in Q2 2026, buying an estimated $10.7K and bringing the position to 8,454 shares worth $754K. The position accounts for 0.44% of the portfolio, ranked #20.

Bannerman Wealth Management Group first reported a position in AVDE in Q4 2024 and has held it in 7 quarters since. 728 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

Bannerman Wealth Management Group held 8,454 shares of Avantis International Equity ETF worth $754K as of Q2 2026.
Bannerman Wealth Management Group bought 119 Avantis International Equity ETF shares in Q2 2026, an estimated $10.7K.
Avantis International Equity ETF made up 0.44% of Bannerman Wealth Management Group's portfolio in Q2 2026, its #20 holding.
Bannerman Wealth Management Group first reported a position in Avantis International Equity ETF in Q4 2024 and has held it in 7 quarters since.
728 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on Bannerman Wealth Management Group's 13F filing for Q2 2026, filed 8 Jul 2026.