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Clear Creek Financial Management’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Clear Creek Financial 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
2025
Q1 		– Sell
-7,093
Closed -$462K – 520
2024
Q4 		$462K Sell
7,093
-23
-0.3% -$1.55K 0.05% 307
2024
Q3 		$503K Sell
7,116
-464
-6% -$31.2K 0.06% 268
2024
Q2 		$492K Buy
+7,580
New +$501K 0.06% 255

Other funds holding AVDV

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 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
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

Clear Creek Financial Management's AVDV Position: Q1 2025 in Review

Clear Creek Financial Management sold out of Avantis International Small Cap Value ETF (AVDV) in Q1 2025, closing a stake of 7,093 shares — an estimated $462K sold.

Clear Creek Financial Management first reported a position in AVDV in Q2 2024 and held it in 3 quarters. The position peaked at $503K in Q3 2024. 440 funds tracked by Wall St. Rank hold AVDV as of Q1 2025.

  • Clear Creek Financial Management reported no remaining Avantis International Small Cap Value ETF position as of Q1 2025 after selling out during the quarter.
  • Clear Creek Financial Management sold 7,093 Avantis International Small Cap Value ETF shares in Q1 2025, an estimated $462K.
  • Clear Creek Financial Management first reported a position in Avantis International Small Cap Value ETF in Q2 2024 and held it in 3 quarters.
  • Clear Creek Financial Management's Avantis International Small Cap Value ETF position peaked at $503K in Q3 2024.
  • 440 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q1 2025.

Based on Clear Creek Financial Management's 13F filing for Q1 2025, filed 28 Apr 2025.