CJ
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Caitlin John’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Caitlin John’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
2025
Q1 		– Sell
-35
Closed -$2.28K – 176
2024
Q4 		$2.28K Hold
35
– – ﹤0.01% 643
2024
Q3 		$2.3K Hold
35
– – ﹤0.01% 642
2024
Q2 		$2.27K Hold
35
– – ﹤0.01% 640
2024
Q1 		$2.31K Buy
35
+31
+775% +$1.93K ﹤0.01% 664
2023
Q4 		$275 Buy
+4
New +$233 ﹤0.01% 837

Other funds holding AVDV

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

Caitlin John's AVDV Position: Q1 2025 in Review

Caitlin John sold out of Avantis International Small Cap Value ETF (AVDV) in Q1 2025, closing a stake of 35 shares — an estimated $2.28K sold.

Caitlin John first reported a position in AVDV in Q4 2023 and held it in 5 quarters. The position peaked at $2.31K in Q1 2024. 439 funds tracked by Wall St. Rank hold AVDV as of Q1 2025.

  • Caitlin John reported no remaining Avantis International Small Cap Value ETF position as of Q1 2025 after selling out during the quarter.
  • Caitlin John sold 35 Avantis International Small Cap Value ETF shares in Q1 2025, an estimated $2.28K.
  • Caitlin John first reported a position in Avantis International Small Cap Value ETF in Q4 2023 and held it in 5 quarters.
  • Caitlin John's Avantis International Small Cap Value ETF position peaked at $2.31K in Q1 2024.
  • 439 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q1 2025.

Based on Caitlin John's 13F filing for Q1 2025, filed 14 May 2025.