Bartlett & Co Wealth Management’s Avantis International Equity ETF AVDE Stock Holding History

Bartlett & Co Wealth Management’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	$343K	Hold	3,843	–	–	﹤0.01%	396
2026 Q1	$339K	Hold	3,843	–	–	﹤0.01%	387
2025 Q4	$316K	Hold	3,843	–	–	﹤0.01%	395
2025 Q3	$303K	Hold	3,843	–	–	﹤0.01%	402
2025 Q2	$284K	Buy	+3,843	New	+$269K	﹤0.01%	400

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

Bartlett & Co Wealth Management's AVDE Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its Avantis International Equity ETF (AVDE) position steady in Q2 2026 at 3,843 shares worth $343K. The position accounts for ﹤0.01% of the portfolio, ranked #396.

Bartlett & Co Wealth Management first reported a position in AVDE in Q2 2025 and has held it in 5 quarters since. 724 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

Bartlett & Co Wealth Management held 3,843 shares of Avantis International Equity ETF worth $343K as of Q2 2026.
Bartlett & Co Wealth Management left its Avantis International Equity ETF share count unchanged in Q2 2026.
Avantis International Equity ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #396 holding.
Bartlett & Co Wealth Management first reported a position in Avantis International Equity ETF in Q2 2025 and has held it in 5 quarters since.
724 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.