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 Q2	–	Sell	-6,900	Closed	-$689K	–	60
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 $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return

HTC

Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return

Clarity Wealth Development's AVDV Position: Q2 2026 in Review

Clarity Wealth Development sold out of Avantis International Small Cap Value ETF (AVDV) in Q2 2026, closing a stake of 6,900 shares — an estimated $689K sold.

Clarity Wealth Development first reported a position in AVDV in Q4 2024 and held it in 6 quarters. The position peaked at $689K in Q1 2026. 710 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

Clarity Wealth Development reported no remaining Avantis International Small Cap Value ETF position as of Q2 2026 after selling out during the quarter.
Clarity Wealth Development sold 6,900 Avantis International Small Cap Value ETF shares in Q2 2026, an estimated $689K.
Clarity Wealth Development first reported a position in Avantis International Small Cap Value ETF in Q4 2024 and held it in 6 quarters.
Clarity Wealth Development's Avantis International Small Cap Value ETF position peaked at $689K in Q1 2026.
710 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on Clarity Wealth Development's 13F filing for Q2 2026, filed 27 Jul 2026.