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AVDE icon

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

Barnes 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 		$316K Buy
3,540
+28
+0.8% +$2.51K 0.15% 136
2026
Q1 		$298K Buy
3,512
+286
+9% +$24.9K 0.15% 137
2025
Q4 		$266K Buy
3,226
+364
+13% +$29.2K 0.14% 139
2025
Q3 		$226K Buy
+2,862
New +$218K 0.12% 162

Other funds holding AVDE

Wealth Enhancement Advisory Services
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
GI
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
GSWM
Greenup Street Wealth Management Ann Arbor, Michigan $822M AUM 25.64% 1-Year Est. Return
WRPWM
Werba Rubin Papier Wealth Management San Jose, California $824M AUM 24.76% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

Barnes Wealth Management Group increased its Avantis International Equity ETF (AVDE) stake by 0.8% in Q2 2026, buying an estimated $2.51K and bringing the position to 3,540 shares worth $316K. The position accounts for 0.15% of the portfolio, ranked #136.

Barnes Wealth Management Group first reported a position in AVDE in Q3 2025 and has held it in 4 quarters since. 312 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

  • Barnes Wealth Management Group held 3,540 shares of Avantis International Equity ETF worth $316K as of Q2 2026.
  • Barnes Wealth Management Group bought 28 Avantis International Equity ETF shares in Q2 2026, an estimated $2.51K.
  • Avantis International Equity ETF made up 0.15% of Barnes Wealth Management Group's portfolio in Q2 2026, its #136 holding.
  • Barnes Wealth Management Group first reported a position in Avantis International Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 312 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.