Brown Financial Advisors’s Avantis International Equity ETF AVDE Stock Holding History

Brown Financial Advisors’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 Q1	$6.2M	Sell	73,045 -1,591	-2%	-$138K	2.35%	4
2025 Q4	$6.14M	Sell	74,636 -41	-0.1%	-$3.29K	2.25%	8
2025 Q3	$5.89M	Buy	74,677 +3,399	+5%	+$259K	2.18%	8
2025 Q2	$5.28M	Sell	71,278 -2,170	-3%	-$152K	2.06%	7
2025 Q1	$4.87M	Buy	73,448 +29,943	+69%	+$1.95M	2.01%	9
2024 Q4	$2.67M	Buy	+43,505	New	+$2.78M	1.07%	28

Other funds holding AVDE

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

Brown Financial Advisors's AVDE Position: Q1 2026 in Review

Brown Financial Advisors reduced its Avantis International Equity ETF (AVDE) stake by 2.1% in Q1 2026, selling an estimated $138K and leaving 73,045 shares worth $6.2M. The position accounts for 2.35% of the portfolio, ranked #4.

Brown Financial Advisors first reported a position in AVDE in Q4 2024 and has held it in 6 quarters since. 671 funds tracked by Wall St. Rank hold AVDE as of Q1 2026.

Brown Financial Advisors held 73,045 shares of Avantis International Equity ETF worth $6.2M as of Q1 2026.
Brown Financial Advisors sold 1,591 Avantis International Equity ETF shares in Q1 2026, an estimated $138K.
Avantis International Equity ETF made up 2.35% of Brown Financial Advisors's portfolio in Q1 2026, its #4 holding.
Brown Financial Advisors first reported a position in Avantis International Equity ETF in Q4 2024 and has held it in 6 quarters since.
671 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q1 2026.

Based on Brown Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.