EWP
AVDV icon

E-Wealth Partners’s Avantis International Small Cap Value ETF AVDV Stock Holding History

E-Wealth Partners’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 		$3.58M Buy
34,703
+553
+2% +$58.9K 2.59% 9
2026
Q1 		$3.41M Buy
34,150
+770
+2% +$78.6K 2.75% 10
2025
Q4 		$3.14M Buy
+33,380
New +$3.03M 2.63% 10

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

E-Wealth Partners's AVDV Position: Q2 2026 in Review

E-Wealth Partners increased its Avantis International Small Cap Value ETF (AVDV) stake by 1.6% in Q2 2026, buying an estimated $58.9K and bringing the position to 34,703 shares worth $3.58M. The position accounts for 2.59% of the portfolio, ranked #9.

E-Wealth Partners first reported a position in AVDV in Q4 2025 and has held it in 3 quarters since. 707 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

  • E-Wealth Partners held 34,703 shares of Avantis International Small Cap Value ETF worth $3.58M as of Q2 2026.
  • E-Wealth Partners bought 553 Avantis International Small Cap Value ETF shares in Q2 2026, an estimated $58.9K.
  • Avantis International Small Cap Value ETF made up 2.59% of E-Wealth Partners's portfolio in Q2 2026, its #9 holding.
  • E-Wealth Partners first reported a position in Avantis International Small Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 707 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on E-Wealth Partners's 13F filing for Q2 2026, filed 17 Aug 2026.