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Cardinal Point Wealth Management’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Cardinal Point Wealth Management’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
2021
Q3 		$475K Sell
7,350
-125
-2% -$8.19K 0.22% 24
2021
Q2 		$484K Sell
7,475
-225
-3% -$14.8K 0.22% 28
2021
Q1 		$479K Buy
7,700
+475
+7% +$28.7K 0.24% 23
2020
Q4 		$408K Buy
+7,225
New +$375K 0.21% 24

Other funds holding AVDV

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
WFA
Wipfli Financial Advisors Milwaukee, Wisconsin $1.42B AUM 20.63% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
PP
PrairieView Partners St. Paul, Minnesota $1.03B AUM 11.4% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return

Cardinal Point Wealth Management's AVDV Position: Q3 2021 in Review

Cardinal Point Wealth Management reduced its Avantis International Small Cap Value ETF (AVDV) stake by 1.7% in Q3 2021, selling an estimated $8.19K and leaving 7,350 shares worth $475K. The position accounts for 0.22% of the portfolio, ranked #24.

Cardinal Point Wealth Management first reported a position in AVDV in Q4 2020 and has held it in 4 quarters since. The position peaked at $484K in Q2 2021. 87 funds tracked by Wall St. Rank hold AVDV as of Q3 2021.

  • Cardinal Point Wealth Management held 7,350 shares of Avantis International Small Cap Value ETF worth $475K as of Q3 2021.
  • Cardinal Point Wealth Management sold 125 Avantis International Small Cap Value ETF shares in Q3 2021, an estimated $8.19K.
  • Avantis International Small Cap Value ETF made up 0.22% of Cardinal Point Wealth Management's portfolio in Q3 2021, its #24 holding.
  • Cardinal Point Wealth Management first reported a position in Avantis International Small Cap Value ETF in Q4 2020 and has held it in 4 quarters since.
  • Cardinal Point Wealth Management's Avantis International Small Cap Value ETF position peaked at $484K in Q2 2021.
  • 87 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q3 2021.

Based on Cardinal Point Wealth Management's 13F filing for Q3 2021, filed 5 Nov 2021.