Concurrent Investment Advisors’s Avantis International Equity ETF AVDE Stock Holding History

Concurrent Investment Advisors’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	$15.8M	Buy	176,772 +9,471	+6%	+$849K	0.13%	161
2026 Q1	$14.2M	Buy	167,301 +73,071	+78%	+$6.35M	0.15%	138
2025 Q4	$7.76M	Sell	94,230 -2,000	-2%	-$160K	0.09%	242
2025 Q3	$7.59M	Sell	96,230 -2,920	-3%	-$222K	0.13%	167
2025 Q2	$7.34M	Sell	99,150 -11,672	-11%	-$816K	0.14%	153
2025 Q1	$7.34M	Sell	110,822 -41,164	-27%	-$2.68M	0.18%	122
2024 Q4	$9.33M	Sell	151,986 -18,168	-11%	-$1.16M	0.25%	87
2024 Q3	$11.4M	Buy	170,154 +24,612	+17%	+$1.58M	0.34%	72
2024 Q2	$9.06M	Buy	145,542 +17,800	+14%	+$1.13M	0.3%	78
2024 Q1	$8.14M	Buy	127,742 +82,687	+184%	+$5.03M	0.33%	71
2023 Q4	$2.72M	Buy	+45,055	New	+$2.55M	0.13%	172

Other funds holding AVDE

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Concurrent Investment Advisors's AVDE Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Avantis International Equity ETF (AVDE) stake by 5.7% in Q2 2026, buying an estimated $849K and bringing the position to 176,772 shares worth $15.8M. The position accounts for 0.13% of the portfolio, ranked #161.

Concurrent Investment Advisors first reported a position in AVDE in Q4 2023 and has held it in 11 quarters since. 729 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

Concurrent Investment Advisors held 176,772 shares of Avantis International Equity ETF worth $15.8M as of Q2 2026.
Concurrent Investment Advisors bought 9,471 Avantis International Equity ETF shares in Q2 2026, an estimated $849K.
Avantis International Equity ETF made up 0.13% of Concurrent Investment Advisors's portfolio in Q2 2026, its #161 holding.
Concurrent Investment Advisors first reported a position in Avantis International Equity ETF in Q4 2023 and has held it in 11 quarters since.
729 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.