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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 6.01% 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

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BSW Wealth Partners's AVDE Position: Q2 2026 in Review

BSW Wealth Partners reduced its Avantis International Equity ETF (AVDE) stake by 2.3% in Q2 2026, selling an estimated $1.26M and leaving 599,240 shares worth $53.5M. The position accounts for 5.94% of the portfolio, ranked #2.

BSW Wealth Partners first reported a position in AVDE in Q4 2023 and has held it in 11 quarters since. 724 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

  • BSW Wealth Partners held 599,240 shares of Avantis International Equity ETF worth $53.5M as of Q2 2026.
  • BSW Wealth Partners sold 14,070 Avantis International Equity ETF shares in Q2 2026, an estimated $1.26M.
  • Avantis International Equity ETF made up 5.94% of BSW Wealth Partners's portfolio in Q2 2026, its #2 holding.
  • BSW Wealth Partners first reported a position in Avantis International Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • 724 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.