Cerity Partners’s Avantis International Equity ETF AVDE Stock Holding History

Cerity 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	$75.5M	Sell	846,764 -10,734	-1%	-$963K	0.09%	188
2026 Q1	$72.7M	Buy	857,498 +28,447	+3%	+$2.47M	0.1%	179
2025 Q4	$68.2M	Buy	829,051 +5,352	+0.6%	+$429K	0.1%	180
2025 Q3	$65M	Buy	823,699 +132,470	+19%	+$10.1M	0.11%	174
2025 Q2	$51.2M	Buy	691,229 +33,920	+5%	+$2.37M	0.09%	196
2025 Q1	$43.6M	Sell	657,309 -13,431	-2%	-$874K	0.09%	205
2024 Q4	$41.2M	Buy	+670,740	New	+$42.9M	0.09%	195

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Cerity Partners's AVDE Position: Q2 2026 in Review

Cerity Partners reduced its Avantis International Equity ETF (AVDE) stake by 1.3% in Q2 2026, selling an estimated $963K and leaving 846,764 shares worth $75.5M. The position accounts for 0.09% of the portfolio, ranked #188.

Cerity Partners first reported a position in AVDE in Q4 2024 and has held it in 7 quarters since. 687 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

Cerity Partners held 846,764 shares of Avantis International Equity ETF worth $75.5M as of Q2 2026.
Cerity Partners sold 10,734 Avantis International Equity ETF shares in Q2 2026, an estimated $963K.
Avantis International Equity ETF made up 0.09% of Cerity Partners's portfolio in Q2 2026, its #188 holding.
Cerity Partners first reported a position in Avantis International Equity ETF in Q4 2024 and has held it in 7 quarters since.
687 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.