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BCR Wealth Strategies’s Avantis International Small Cap Value ETF AVDV Stock Holding History

BCR Wealth Strategies’s Portfolio AVDV Stock Details AVDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-482
Closed -$23K – 25
2022
Q3 		$23K Sell
482
-312
-39% -$16.5K 0.02% 54
2022
Q2 		$42K Hold
794
– – 0.04% 46
2022
Q1 		$50K Buy
794
+161
+25% +$10.1K 0.05% 45
2021
Q4 		$41K Buy
+633
New +$41.1K 0.04% 49

Other funds holding AVDV

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
CCM
Carlson Capital Management Northfield, Minnesota $2.29B AUM 7.48% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

BCR Wealth Strategies's AVDV Position: Q4 2022 in Review

BCR Wealth Strategies sold out of Avantis International Small Cap Value ETF (AVDV) in Q4 2022, closing a stake of 482 shares — an estimated $23K sold.

BCR Wealth Strategies first reported a position in AVDV in Q4 2021 and held it in 4 quarters. The position peaked at $50K in Q1 2022. 197 funds tracked by Wall St. Rank hold AVDV as of Q4 2022.

  • BCR Wealth Strategies reported no remaining Avantis International Small Cap Value ETF position as of Q4 2022 after selling out during the quarter.
  • BCR Wealth Strategies sold 482 Avantis International Small Cap Value ETF shares in Q4 2022, an estimated $23K.
  • BCR Wealth Strategies first reported a position in Avantis International Small Cap Value ETF in Q4 2021 and held it in 4 quarters.
  • BCR Wealth Strategies's Avantis International Small Cap Value ETF position peaked at $50K in Q1 2022.
  • 197 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q4 2022.

Based on BCR Wealth Strategies's 13F filing for Q4 2022, filed 30 Jan 2023.