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Clearstead Advisors’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Clearstead 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
2026
Q2 		$295K Sell
2,861
-638
-18% -$67.9K ﹤0.01% 933
2026
Q1 		$349K Buy
3,499
+3,417
+4,167% +$349K ﹤0.01% 813
2025
Q4 		$7.71K Hold
82
– – ﹤0.01% 1938
2025
Q3 		$7.3K Buy
+82
New +$6.89K ﹤0.01% 2027
2025
Q1 		– Sell
-252
Closed -$16.4K – 2208
2024
Q4 		$16.4K Buy
+252
New +$17K ﹤0.01% 1448

Other funds holding AVDV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
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
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
Envestnet Asset Management
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

Clearstead Advisors's AVDV Position: Q2 2026 in Review

Clearstead Advisors reduced its Avantis International Small Cap Value ETF (AVDV) stake by 18% in Q2 2026, selling an estimated $67.9K and leaving 2,861 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #933.

Clearstead Advisors first reported a position in AVDV in Q4 2024 and has held it in 5 quarters since. The position peaked at $349K in Q1 2026. 710 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

  • Clearstead Advisors held 2,861 shares of Avantis International Small Cap Value ETF worth $295K as of Q2 2026.
  • Clearstead Advisors sold 638 Avantis International Small Cap Value ETF shares in Q2 2026, an estimated $67.9K.
  • Avantis International Small Cap Value ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #933 holding.
  • Clearstead Advisors first reported a position in Avantis International Small Cap Value ETF in Q4 2024 and has held it in 5 quarters since.
  • Clearstead Advisors's Avantis International Small Cap Value ETF position peaked at $349K in Q1 2026.
  • 710 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.