Confluence Wealth Services’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Confluence Wealth Services’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	$284K	Buy	+2,752	New	+$293K	0.01%	408

Other funds holding AVDV

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

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return

Confluence Wealth Services's AVDV Position: Q2 2026 in Review

Confluence Wealth Services opened a new position in Avantis International Small Cap Value ETF (AVDV) in Q2 2026: 2,752 shares worth $284K. The stake represents 0.01% of the portfolio and ranks #408 among its holdings.

275 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

Confluence Wealth Services held 2,752 shares of Avantis International Small Cap Value ETF worth $284K as of Q2 2026.
Avantis International Small Cap Value ETF was a new Confluence Wealth Services position in Q2 2026.
Avantis International Small Cap Value ETF made up 0.01% of Confluence Wealth Services's portfolio in Q2 2026, its #408 holding.
275 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.