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Cornerstone Planning Group’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Cornerstone Planning Group’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 		$157K Sell
1,497
-12
-0.8% -$1.28K 0.02% 195
2026
Q1 		$160K Buy
1,509
+818
+118% +$83.5K 0.02% 188
2025
Q4 		$71.4K Sell
691
-242
-26% -$22K 0.01% 272
2025
Q3 		$83.8K Buy
933
+379
+68% +$31.9K 0.01% 237
2025
Q2 		$45.2K Sell
554
-413
-43% -$30.5K 0.01% 254
2025
Q1 		$68.4K Buy
+967
New +$65.7K 0.02% 188

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

Cornerstone Planning Group's AVDV Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Avantis International Small Cap Value ETF (AVDV) stake by 0.8% in Q2 2026, selling an estimated $1.28K and leaving 1,497 shares worth $157K. The position accounts for 0.02% of the portfolio, ranked #195.

Cornerstone Planning Group first reported a position in AVDV in Q1 2025 and has held it in 6 quarters since. The position peaked at $160K in Q1 2026. 710 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

  • Cornerstone Planning Group held 1,497 shares of Avantis International Small Cap Value ETF worth $157K as of Q2 2026.
  • Cornerstone Planning Group sold 12 Avantis International Small Cap Value ETF shares in Q2 2026, an estimated $1.28K.
  • Avantis International Small Cap Value ETF made up 0.02% of Cornerstone Planning Group's portfolio in Q2 2026, its #195 holding.
  • Cornerstone Planning Group first reported a position in Avantis International Small Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
  • Cornerstone Planning Group's Avantis International Small Cap Value ETF position peaked at $160K in Q1 2026.
  • 710 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.