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Beacon Investment Advisory Services’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Beacon Investment Advisory Services’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
2026
Q2 		$15.9K Hold
154
– – ﹤0.01% 577
2026
Q1 		$15.4K Buy
+154
New +$15.7K ﹤0.01% 586

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FPAS
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Envestnet Asset Management
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MWM
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MIAS
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HTC
Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return

Beacon Investment Advisory Services's AVDV Position: Q2 2026 in Review

Beacon Investment Advisory Services held its Avantis International Small Cap Value ETF (AVDV) position steady in Q2 2026 at 154 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #577.

Beacon Investment Advisory Services first reported a position in AVDV in Q1 2026 and has held it in 2 quarters since. 707 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

  • Beacon Investment Advisory Services held 154 shares of Avantis International Small Cap Value ETF worth $15.9K as of Q2 2026.
  • Beacon Investment Advisory Services left its Avantis International Small Cap Value ETF share count unchanged in Q2 2026.
  • Avantis International Small Cap Value ETF made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #577 holding.
  • Beacon Investment Advisory Services first reported a position in Avantis International Small Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 707 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.