CIBC Private Wealth Group
AVDV icon

CIBC Private Wealth Group’s Avantis International Small Cap Value ETF AVDV Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$256K Buy
2,724
+760
+39% +$68.9K ﹤0.01% 1081
2025
Q3 		$175K Hold
1,964
– – ﹤0.01% 1237
2025
Q2 		$156K Buy
1,964
+12
+0.6% +$888 ﹤0.01% 1221
2025
Q1 		$121K Buy
1,952
+1,286
+193% +$87.3K ﹤0.01% 1281
2024
Q4 		$43.2K Sell
666
-17
-2% -$1.15K ﹤0.01% 1730
2024
Q3 		$48.2K Hold
683
– – ﹤0.01% 1786
2024
Q2 		$45K Buy
683
+12
+2% +$792 ﹤0.01% 1717
2024
Q1 		$43.9K Buy
+671
New +$41.8K ﹤0.01% 1728

Other funds holding AVDV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Focus Partners Wealth
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
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

CIBC Private Wealth Group's AVDV Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Avantis International Small Cap Value ETF (AVDV) stake by 39% in Q4 2025, buying an estimated $68.9K and bringing the position to 2,724 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #1081.

CIBC Private Wealth Group first reported a position in AVDV in Q1 2024 and has held it in 8 quarters since. 585 funds tracked by Wall St. Rank hold AVDV as of Q4 2025.

  • CIBC Private Wealth Group held 2,724 shares of Avantis International Small Cap Value ETF worth $256K as of Q4 2025.
  • CIBC Private Wealth Group bought 760 Avantis International Small Cap Value ETF shares in Q4 2025, an estimated $68.9K.
  • Avantis International Small Cap Value ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1081 holding.
  • CIBC Private Wealth Group first reported a position in Avantis International Small Cap Value ETF in Q1 2024 and has held it in 8 quarters since.
  • 585 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.