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

Brown Financial Advisory’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	$2.28M	Hold	25,603	–	–	0.95%	7
2026 Q1	$2.17M	Hold	25,603	–	–	1.08%	7
2025 Q4	$2.11M	Hold	25,603	–	–	1.07%	9
2025 Q3	$2.02M	Hold	25,603	–	–	1.06%	10
2025 Q2	$1.89M	Hold	25,603	–	–	1.05%	11
2025 Q1	$1.7M	Sell	25,603 -2,475	-9%	-$161K	1.06%	11
2024 Q4	$1.72M	Hold	28,078	–	–	1.22%	10
2024 Q3	$1.88M	Hold	28,078	–	–	1.33%	9
2024 Q2	$1.75M	Hold	28,078	–	–	1.34%	9
2024 Q1	$1.79M	Hold	28,078	–	–	1.39%	9
2023 Q4	$1.7M	Buy	+28,078	New	+$1.59M	1.38%	9

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

Brown Financial Advisory's AVDE Position: Q2 2026 in Review

Brown Financial Advisory held its Avantis International Equity ETF (AVDE) position steady in Q2 2026 at 25,603 shares worth $2.28M. The position accounts for 0.95% of the portfolio, ranked #7.

Brown Financial Advisory first reported a position in AVDE in Q4 2023 and has held it in 11 quarters since. 725 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

Brown Financial Advisory held 25,603 shares of Avantis International Equity ETF worth $2.28M as of Q2 2026.
Brown Financial Advisory left its Avantis International Equity ETF share count unchanged in Q2 2026.
Avantis International Equity ETF made up 0.95% of Brown Financial Advisory's portfolio in Q2 2026, its #7 holding.
Brown Financial Advisory first reported a position in Avantis International Equity ETF in Q4 2023 and has held it in 11 quarters since.
725 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on Brown Financial Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.