CCWA
AVDV icon

CLA (CliftonLarsonAllen) Wealth Advisors’s Avantis International Small Cap Value ETF AVDV Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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
2021
Q4 		– Sell
-21,000
Closed -$1.36M – 184
2021
Q3 		$1.36M Hold
21,000
– – 0.05% 119
2021
Q2 		$1.36M Sell
21,000
-2,976
-12% -$195K 0.06% 124
2021
Q1 		$1.49M Buy
+23,976
New +$1.45M 0.07% 109

Other funds holding AVDV

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
WFA
Wipfli Financial Advisors Milwaukee, Wisconsin $1.42B AUM 20.63% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PP
PrairieView Partners St. Paul, Minnesota $1.03B AUM 11.4% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's AVDV Position: Q4 2021 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Avantis International Small Cap Value ETF (AVDV) in Q4 2021, closing a stake of 21,000 shares — an estimated $1.36M sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in AVDV in Q1 2021 and held it in 3 quarters. The position peaked at $1.49M in Q1 2021. 117 funds tracked by Wall St. Rank hold AVDV as of Q4 2021.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Avantis International Small Cap Value ETF position as of Q4 2021 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 21,000 Avantis International Small Cap Value ETF shares in Q4 2021, an estimated $1.36M.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Avantis International Small Cap Value ETF in Q1 2021 and held it in 3 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Avantis International Small Cap Value ETF position peaked at $1.49M in Q1 2021.
  • 117 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q4 2021.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2021, filed 26 Jan 2022.