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Cascade Financial Partners’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Cascade Financial Partners’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
2026
Q2 		$5.46M Buy
52,960
+6,958
+15% +$741K 0.47% 51
2026
Q1 		$4.59M Buy
46,002
+5,776
+14% +$589K 0.47% 53
2025
Q4 		$3.78M Buy
40,226
+3,791
+10% +$344K 0.38% 58
2025
Q3 		$3.24M Buy
36,435
+1,952
+6% +$164K 0.37% 56
2025
Q2 		$2.73M Buy
34,483
+4,460
+15% +$330K 0.33% 62
2025
Q1 		$2.09M Buy
30,023
+10,518
+54% +$714K 0.26% 70
2024
Q4 		$1.27M Buy
19,505
+3,021
+18% +$204K 0.17% 86
2024
Q3 		$1.13M Buy
16,484
+1,838
+13% +$124K 0.14% 95
2024
Q2 		$951K Buy
14,646
+2,246
+18% +$148K 0.13% 102
2024
Q1 		$806K Buy
+12,400
New +$773K 0.12% 111

Other funds holding AVDV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return

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

Cascade Financial Partners increased its Avantis International Small Cap Value ETF (AVDV) stake by 15% in Q2 2026, buying an estimated $741K and bringing the position to 52,960 shares worth $5.46M. The position accounts for 0.47% of the portfolio, ranked #51.

Cascade Financial Partners first reported a position in AVDV in Q1 2024 and has held it in 10 quarters since. 713 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

  • Cascade Financial Partners held 52,960 shares of Avantis International Small Cap Value ETF worth $5.46M as of Q2 2026.
  • Cascade Financial Partners bought 6,958 Avantis International Small Cap Value ETF shares in Q2 2026, an estimated $741K.
  • Avantis International Small Cap Value ETF made up 0.47% of Cascade Financial Partners's portfolio in Q2 2026, its #51 holding.
  • Cascade Financial Partners first reported a position in Avantis International Small Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
  • 713 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

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