BSW Wealth Partners’s Avantis International Equity ETF AVDE Stock Holding History

BSW Wealth Partners’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	$53.5M	Sell	599,240 -14,070	-2%	-$1.26M	5.94%	2
2026 Q1	$52M	Sell	613,310 -10,593	-2%	-$920K	6.35%	2
2025 Q4	$51.4M	Sell	623,903 -24,165	-4%	-$1.94M	6.16%	2
2025 Q3	$51.1M	Buy	648,068 +26,284	+4%	+$2M	6.37%	2
2025 Q2	$46M	Buy	621,784 +25,177	+4%	+$1.76M	6.31%	2
2025 Q1	$39.5M	Buy	596,607 +5,785	+1%	+$376K	6%	2
2024 Q4	$36.3M	Sell	590,822 -6,277	-1%	-$402K	5.32%	3
2024 Q3	$40M	Buy	597,099 +22,074	+4%	+$1.42M	6.4%	2
2024 Q2	$35.8M	Buy	575,025 +167,417	+41%	+$10.6M	5.87%	3
2024 Q1	$26M	Buy	407,608 +389,440	+2,144%	+$23.7M	4.4%	3
2023 Q4	$1.1M	Buy	+18,168	New	+$1.03M	0.22%	65

Other funds holding AVDE

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return