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 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 Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

HTC

Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

Cascade Financial Partners's AVDV Position: Q1 2026 in Review

Cascade Financial Partners increased its Avantis International Small Cap Value ETF (AVDV) stake by 14% in Q1 2026, buying an estimated $589K and bringing the position to 46,002 shares worth $4.59M. The position accounts for 0.47% of the portfolio, ranked #53.

Cascade Financial Partners first reported a position in AVDV in Q1 2024 and has held it in 9 quarters since. 655 funds tracked by Wall St. Rank hold AVDV as of Q1 2026.

Cascade Financial Partners held 46,002 shares of Avantis International Small Cap Value ETF worth $4.59M as of Q1 2026.
Cascade Financial Partners bought 5,776 Avantis International Small Cap Value ETF shares in Q1 2026, an estimated $589K.
Avantis International Small Cap Value ETF made up 0.47% of Cascade Financial Partners's portfolio in Q1 2026, its #53 holding.
Cascade Financial Partners first reported a position in Avantis International Small Cap Value ETF in Q1 2024 and has held it in 9 quarters since.
655 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.