CWM
AVDE icon

Cornerstone Wealth Management’s Avantis International Equity ETF AVDE Stock Holding History

Cornerstone Wealth Management’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
Q1 		$6.82M Sell
80,406
-2,990
-4% -$260K 0.34% 72
2025
Q4 		$6.87M Sell
83,396
-1,319
-2% -$106K 0.36% 70
2025
Q3 		$6.68M Sell
84,715
-1,201
-1% -$91.5K 0.37% 67
2025
Q2 		$6.36M Sell
85,916
-688
-0.8% -$48.1K 0.39% 64
2025
Q1 		$5.74M Buy
86,604
+638
+0.7% +$41.5K 0.39% 64
2024
Q4 		$5.28M Buy
85,966
+50,349
+141% +$3.22M 0.36% 71
2024
Q3 		$2.39M Buy
+35,617
New +$2.29M 0.17% 123

Other funds holding AVDE

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Cornerstone Wealth Management's AVDE Position: Q1 2026 in Review

Cornerstone Wealth Management reduced its Avantis International Equity ETF (AVDE) stake by 3.6% in Q1 2026, selling an estimated $260K and leaving 80,406 shares worth $6.82M. The position accounts for 0.34% of the portfolio, ranked #72.

Cornerstone Wealth Management first reported a position in AVDE in Q3 2024 and has held it in 7 quarters since. The position peaked at $6.87M in Q4 2025. 671 funds tracked by Wall St. Rank hold AVDE as of Q1 2026.

  • Cornerstone Wealth Management held 80,406 shares of Avantis International Equity ETF worth $6.82M as of Q1 2026.
  • Cornerstone Wealth Management sold 2,990 Avantis International Equity ETF shares in Q1 2026, an estimated $260K.
  • Avantis International Equity ETF made up 0.34% of Cornerstone Wealth Management's portfolio in Q1 2026, its #72 holding.
  • Cornerstone Wealth Management first reported a position in Avantis International Equity ETF in Q3 2024 and has held it in 7 quarters since.
  • Cornerstone Wealth Management's Avantis International Equity ETF position peaked at $6.87M in Q4 2025.
  • 671 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q1 2026.

Based on Cornerstone Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.