Cascade Financial Partners’s Avantis International Equity ETF AVDE Stock Holding History

Cascade Financial 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	$2.77M	Sell	31,033 -594	-2%	-$53.3K	0.24%	72
2026 Q1	$2.68M	Sell	31,627 -1,568	-5%	-$136K	0.28%	67
2025 Q4	$2.73M	Sell	33,195 -3,428	-9%	-$275K	0.28%	66
2025 Q3	$2.89M	Sell	36,623 -700	-2%	-$53.3K	0.33%	62
2025 Q2	$2.76M	Hold	37,323	–	–	0.33%	61
2025 Q1	$2.47M	Sell	37,323 -1,152	-3%	-$74.9K	0.31%	65
2024 Q4	$2.36M	Buy	38,475 +6,930	+22%	+$443K	0.31%	62
2024 Q3	$2.05M	Buy	31,545 +2,300	+8%	+$148K	0.26%	64
2024 Q2	$1.82M	Buy	29,245 +6,050	+26%	+$384K	0.24%	68
2024 Q1	$1.44M	Buy	+23,195	New	+$1.41M	0.21%	74

Other funds holding AVDE

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cascade Financial Partners's AVDE Position: Q2 2026 in Review

Cascade Financial Partners reduced its Avantis International Equity ETF (AVDE) stake by 1.9% in Q2 2026, selling an estimated $53.3K and leaving 31,033 shares worth $2.77M. The position accounts for 0.24% of the portfolio, ranked #72.

Cascade Financial Partners first reported a position in AVDE in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.89M in Q3 2025. 727 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

Cascade Financial Partners held 31,033 shares of Avantis International Equity ETF worth $2.77M as of Q2 2026.
Cascade Financial Partners sold 594 Avantis International Equity ETF shares in Q2 2026, an estimated $53.3K.
Avantis International Equity ETF made up 0.24% of Cascade Financial Partners's portfolio in Q2 2026, its #72 holding.
Cascade Financial Partners first reported a position in Avantis International Equity ETF in Q1 2024 and has held it in 10 quarters since.
Cascade Financial Partners's Avantis International Equity ETF position peaked at $2.89M in Q3 2025.
727 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.