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Cherry Tree Wealth Management’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Cherry Tree Wealth Management’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 		$396K Buy
3,961
+152
+4% +$15.5K 0.08% 106
2025
Q4 		$358K Hold
3,809
– – 0.08% 119
2025
Q3 		$339K Sell
3,809
-48
-1% -$4.04K 0.07% 120
2025
Q2 		$306K Buy
3,857
+27
+0.7% +$2K 0.07% 127
2025
Q1 		$267K Hold
3,830
– – 0.06% 139
2024
Q4 		$249K Buy
3,830
+535
+16% +$36K 0.06% 146
2024
Q3 		$233K Hold
3,295
– – 0.06% 153
2024
Q2 		$214K Buy
3,295
+668
+25% +$44.1K 0.05% 154
2024
Q1 		$173K Buy
2,627
+411
+19% +$25.6K 0.04% 168
2023
Q4 		$138K Buy
2,216
+281
+15% +$16.4K 0.04% 171
2023
Q3 		$112K Buy
1,935
+841
+77% +$49.6K 0.03% 175
2023
Q2 		$63K Buy
+1,094
New +$64.1K 0.02% 215

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
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return

Cherry Tree Wealth Management's AVDV Position: Q1 2026 in Review

Cherry Tree Wealth Management increased its Avantis International Small Cap Value ETF (AVDV) stake by 4% in Q1 2026, buying an estimated $15.5K and bringing the position to 3,961 shares worth $396K. The position accounts for 0.08% of the portfolio, ranked #106.

Cherry Tree Wealth Management first reported a position in AVDV in Q2 2023 and has held it in 12 quarters since. 657 funds tracked by Wall St. Rank hold AVDV as of Q1 2026.

  • Cherry Tree Wealth Management held 3,961 shares of Avantis International Small Cap Value ETF worth $396K as of Q1 2026.
  • Cherry Tree Wealth Management bought 152 Avantis International Small Cap Value ETF shares in Q1 2026, an estimated $15.5K.
  • Avantis International Small Cap Value ETF made up 0.08% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #106 holding.
  • Cherry Tree Wealth Management first reported a position in Avantis International Small Cap Value ETF in Q2 2023 and has held it in 12 quarters since.
  • 657 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.