Clarity Wealth Development’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Clarity Wealth Development’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	$689K	Sell	6,900 -367	-5%	-$37.4K	0.56%	21
2025 Q4	$683K	Sell	7,267 -156	-2%	-$14.2K	0.58%	23
2025 Q3	$668K	Sell	7,423 -267	-3%	-$22.4K	0.6%	23
2025 Q2	$610K	Hold	7,690	–	–	0.61%	24
2025 Q1	$558K	Sell	7,690 -515	-6%	-$35K	0.62%	23
2024 Q4	$546K	Buy	+8,205	New	+$553K	0.59%	27

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 $1.86B AUM 20.41% 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

Clarity Wealth Development's AVDV Position: Q1 2026 in Review

Clarity Wealth Development reduced its Avantis International Small Cap Value ETF (AVDV) stake by 5.1% in Q1 2026, selling an estimated $37.4K and leaving 6,900 shares worth $689K. The position accounts for 0.56% of the portfolio, ranked #21.

Clarity Wealth Development first reported a position in AVDV in Q4 2024 and has held it in 6 quarters since. 655 funds tracked by Wall St. Rank hold AVDV as of Q1 2026.

Clarity Wealth Development held 6,900 shares of Avantis International Small Cap Value ETF worth $689K as of Q1 2026.
Clarity Wealth Development sold 367 Avantis International Small Cap Value ETF shares in Q1 2026, an estimated $37.4K.
Avantis International Small Cap Value ETF made up 0.56% of Clarity Wealth Development's portfolio in Q1 2026, its #21 holding.
Clarity Wealth Development first reported a position in Avantis International Small Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
655 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q1 2026.

Based on Clarity Wealth Development's 13F filing for Q1 2026, filed 22 Apr 2026.