Carson Wealth (CWM LLC)
AVDE icon

Carson Wealth (CWM LLC)’s Avantis International Equity ETF AVDE Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$120M Buy
1,415,086
+264,331
+23% +$23M 0.32% 65
2025
Q4 		$94.7M Buy
1,150,755
+158,042
+16% +$12.7M 0.26% 77
2025
Q3 		$78.3M Buy
992,713
+128,893
+15% +$9.82M 0.24% 83
2025
Q2 		$63.9M Buy
863,820
+82,368
+11% +$5.76M 0.23% 92
2025
Q1 		$51.8M Buy
781,452
+208,454
+36% +$13.6M 0.21% 100
2024
Q4 		$35.2M Buy
572,998
+24,643
+4% +$1.58M 0.15% 129
2024
Q3 		$36.8M Buy
548,355
+142,579
+35% +$9.16M 0.16% 125
2024
Q2 		$25.3M Sell
405,776
-10,298
-2% -$654K 0.12% 159
2024
Q1 		$26.5M Buy
416,074
+33,764
+9% +$2.05M 0.13% 159
2023
Q4 		$23.1M Buy
382,310
+69,348
+22% +$3.93M 0.12% 165
2023
Q3 		$17.4M Buy
312,962
+97,274
+45% +$5.59M 0.11% 176
2023
Q2 		$12.4M Buy
215,688
+33,181
+18% +$1.92M 0.08% 207
2023
Q1 		$10.4M Buy
+182,507
New +$10.3M 0.07% 212

Other funds holding AVDE

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Carson Wealth (CWM LLC)'s AVDE Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Avantis International Equity ETF (AVDE) stake by 23% in Q1 2026, buying an estimated $23M and bringing the position to 1,415,086 shares worth $120M. The position accounts for 0.32% of the portfolio, ranked #65.

Carson Wealth (CWM LLC) first reported a position in AVDE in Q1 2023 and has held it in 13 quarters since. 673 funds tracked by Wall St. Rank hold AVDE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,415,086 shares of Avantis International Equity ETF worth $120M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 264,331 Avantis International Equity ETF shares in Q1 2026, an estimated $23M.
  • Avantis International Equity ETF made up 0.32% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #65 holding.
  • Carson Wealth (CWM LLC) first reported a position in Avantis International Equity ETF in Q1 2023 and has held it in 13 quarters since.
  • 673 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.