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

Cypress Point 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 Q2	$4.22M	Sell	47,323 -2,107	-4%	-$189K	0.86%	17
2026 Q1	$4.19M	Sell	49,430 -39	-0.1%	-$3.39K	0.9%	19
2025 Q4	$4.07M	Buy	49,469 +584	+1%	+$46.8K	0.89%	17
2025 Q3	$3.86M	Hold	48,885	–	–	0.78%	17
2025 Q2	$3.62M	Sell	48,885 -432	-0.9%	-$30.2K	0.88%	17
2025 Q1	$3.27M	Buy	49,317 +645	+1%	+$42K	1.04%	16
2024 Q4	$2.99M	Buy	48,672 +569	+1%	+$36.4K	0.93%	22
2024 Q3	$3.22M	Buy	48,103 +2,025	+4%	+$130K	1.27%	17
2024 Q2	$2.87M	Buy	46,078 +136	+0.3%	+$8.63K	1.36%	20
2024 Q1	$2.93M	Buy	45,942 +7,975	+21%	+$485K	1.5%	17
2023 Q4	$2.29M	Buy	37,967 +3,676	+11%	+$208K	1.7%	19
2023 Q3	$1.91M	Buy	34,291 +442	+1%	+$25.4K	1.68%	17
2023 Q2	$1.94M	Buy	33,849 +7,509	+29%	+$434K	2.07%	12
2023 Q1	$1.5M	Buy	26,340 +2,656	+11%	+$150K	2.12%	12
2022 Q4	$1.26M	Buy	+23,684	New	+$1.21M	1.97%	16

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 22.96% 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

Cypress Point Wealth Management's AVDE Position: Q2 2026 in Review

Cypress Point Wealth Management reduced its Avantis International Equity ETF (AVDE) stake by 4.3% in Q2 2026, selling an estimated $189K and leaving 47,323 shares worth $4.22M. The position accounts for 0.86% of the portfolio, ranked #17.

Cypress Point Wealth Management first reported a position in AVDE in Q4 2022 and has held it in 15 quarters since. 724 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

Cypress Point Wealth Management held 47,323 shares of Avantis International Equity ETF worth $4.22M as of Q2 2026.
Cypress Point Wealth Management sold 2,107 Avantis International Equity ETF shares in Q2 2026, an estimated $189K.
Avantis International Equity ETF made up 0.86% of Cypress Point Wealth Management's portfolio in Q2 2026, its #17 holding.
Cypress Point Wealth Management first reported a position in Avantis International Equity ETF in Q4 2022 and has held it in 15 quarters since.
724 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on Cypress Point Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.