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 Q2	$5.14M	Sell	49,915 -947	-2%	-$101K	1.05%	16
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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

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

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

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

Cypress Point Wealth Management reduced its Avantis International Small Cap Value ETF (AVDV) stake by 1.9% in Q2 2026, selling an estimated $101K and leaving 49,915 shares worth $5.14M. The position accounts for 1.05% of the portfolio, ranked #16.

Cypress Point Wealth Management first reported a position in AVDV in Q2 2023 and has held it in 13 quarters since. 708 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

Cypress Point Wealth Management held 49,915 shares of Avantis International Small Cap Value ETF worth $5.14M as of Q2 2026.
Cypress Point Wealth Management sold 947 Avantis International Small Cap Value ETF shares in Q2 2026, an estimated $101K.
Avantis International Small Cap Value ETF made up 1.05% of Cypress Point Wealth Management's portfolio in Q2 2026, its #16 holding.
Cypress Point Wealth Management first reported a position in Avantis International Small Cap Value ETF in Q2 2023 and has held it in 13 quarters since.
708 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

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