Cypress Point Wealth Management’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Cypress Point Wealth Management’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 Q1	$5.08M	Buy	50,862 +715	+1%	+$73K	1.09%	16
2025 Q4	$4.71M	Buy	50,147 +46	+0.1%	+$4.17K	1.03%	15
2025 Q3	$4.46M	Sell	50,101 -4,870	-9%	-$409K	0.9%	14
2025 Q2	$4.36M	Sell	54,971 -2,304	-4%	-$170K	1.06%	14
2025 Q1	$3.99M	Buy	57,275 +331	+0.6%	+$22.5K	1.27%	13
2024 Q4	$3.71M	Sell	56,944 -1,251	-2%	-$84.3K	1.15%	16
2024 Q3	$4.11M	Buy	58,195 +3,515	+6%	+$236K	1.62%	13
2024 Q2	$3.55M	Buy	54,680 +2,321	+4%	+$153K	1.68%	13
2024 Q1	$3.45M	Buy	52,359 +17,865	+52%	+$1.11M	1.77%	13
2023 Q4	$2.16M	Buy	34,494 +8,517	+33%	+$496K	1.6%	21
2023 Q3	$1.5M	Buy	25,977 +11,110	+75%	+$655K	1.32%	20
2023 Q2	$856K	Buy	+14,867	New	+$871K	0.91%	25

Other funds holding AVDV

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return