CA
AVDE icon

Clune & Associates’s Avantis International Equity ETF AVDE Stock Holding History

Clune & Associates’s Portfolio AVDE Stock Details AVDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.86M Sell
32,010
-180
-0.6% -$16.1K 0.43% 45
2026
Q1 		$2.73M Sell
32,190
-143
-0.4% -$12.4K 0.51% 49
2025
Q4 		$2.66M Buy
32,333
+2,861
+10% +$229K 0.57% 48
2025
Q3 		$2.33M Buy
29,472
+156
+0.5% +$11.9K 0.58% 51
2025
Q2 		$2.17M Sell
29,316
-260
-0.9% -$18.2K 0.59% 50
2025
Q1 		$1.96M Buy
29,576
+2,149
+8% +$140K 0.6% 51
2024
Q4 		$1.68M Buy
+27,427
New +$1.76M 0.56% 52

Other funds holding AVDE

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Clune & Associates's AVDE Position: Q2 2026 in Review

Clune & Associates reduced its Avantis International Equity ETF (AVDE) stake by 0.56% in Q2 2026, selling an estimated $16.1K and leaving 32,010 shares worth $2.86M. The position accounts for 0.43% of the portfolio, ranked #45.

Clune & Associates first reported a position in AVDE in Q4 2024 and has held it in 7 quarters since. 182 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

  • Clune & Associates held 32,010 shares of Avantis International Equity ETF worth $2.86M as of Q2 2026.
  • Clune & Associates sold 180 Avantis International Equity ETF shares in Q2 2026, an estimated $16.1K.
  • Avantis International Equity ETF made up 0.43% of Clune & Associates's portfolio in Q2 2026, its #45 holding.
  • Clune & Associates first reported a position in Avantis International Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • 182 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.