CWA
AVDE icon

Canvas Wealth Advisors’s Avantis International Equity ETF AVDE Stock Holding History

Canvas Wealth 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
Q2 		$16.6M Buy
185,740
+8,073
+5% +$724K 2.31% 13
2026
Q1 		$15.1M Buy
177,667
+23,353
+15% +$2.03M 2.56% 11
2025
Q4 		$12.7M Buy
154,314
+8,874
+6% +$712K 2.16% 14
2025
Q3 		$11.6M Buy
145,440
+11,262
+8% +$858K 2.12% 14
2025
Q2 		$9.98M Buy
134,178
+9,110
+7% +$637K 1.97% 17
2025
Q1 		$8.4M Buy
125,068
+560
+0.4% +$36.4K 2.16% 15
2024
Q4 		$7.64M Sell
124,508
-8,192
-6% -$524K 1.92% 17
2024
Q3 		$8.89M Sell
132,700
-4,961
-4% -$319K 2.46% 14
2024
Q2 		$8.74M Buy
137,661
+3,788
+3% +$240K 2.7% 11
2024
Q1 		$8.21M Sell
133,873
-2,590
-2% -$158K 2.76% 12
2023
Q4 		$8.18M Buy
136,463
+25,740
+23% +$1.46M 2.98% 12
2023
Q3 		$5.95M Sell
110,723
-5,018
-4% -$288K 2.44% 14
2023
Q2 		$6.82M Buy
115,741
+18,219
+19% +$1.05M 2.53% 13
2023
Q1 		$5.7M Buy
97,522
+90,952
+1,384% +$5.12M 2.39% 12
2022
Q4 		$373K Buy
+6,570
New +$335K 0.16% 98

Other funds holding AVDE

RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return