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

Echo 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	$28.7M	Buy	321,389 +25,169	+8%	+$2.26M	14.63%	2
2026 Q1	$25.1M	Buy	296,220 +33,694	+13%	+$2.93M	14.47%	2
2025 Q4	$21.6M	Buy	262,526 +31,080	+13%	+$2.49M	12.62%	2
2025 Q3	$18.3M	Buy	231,446 +6,827	+3%	+$520K	10.66%	3
2025 Q2	$16.6M	Buy	224,619 +42,018	+23%	+$2.94M	10.19%	3
2025 Q1	$12.1M	Buy	182,601 +2,064	+1%	+$134K	8.18%	3
2024 Q4	$11.1M	Buy	180,537 +15,863	+10%	+$1.02M	7.66%	2
2024 Q3	$10.8M	Buy	164,674 +18,242	+12%	+$1.17M	7.57%	2
2024 Q2	$9.12M	Buy	146,432 +23,370	+19%	+$1.48M	6.87%	4
2024 Q1	$7.84M	Buy	123,062 +13,698	+13%	+$833K	6.51%	7
2023 Q4	$6.59M	Buy	109,364 +41,600	+61%	+$2.36M	6.15%	6
2023 Q3	$3.77M	Buy	67,764 +11,590	+21%	+$666K	4.06%	10
2023 Q2	$3.3M	Sell	56,174 -1,499	-3%	-$86.5K	3.57%	12
2023 Q1	$3.29M	Buy	57,673 +4,148	+8%	+$234K	3.63%	12
2022 Q4	$3.04M	Buy	+53,525	New	+$2.73M	3.24%	14

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

Echo Wealth Management's AVDE Position: Q2 2026 in Review

Echo Wealth Management increased its Avantis International Equity ETF (AVDE) stake by 8.5% in Q2 2026, buying an estimated $2.26M and bringing the position to 321,389 shares worth $28.7M. The position accounts for 14.63% of the portfolio, ranked #2.

Echo 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.

Echo Wealth Management held 321,389 shares of Avantis International Equity ETF worth $28.7M as of Q2 2026.
Echo Wealth Management bought 25,169 Avantis International Equity ETF shares in Q2 2026, an estimated $2.26M.
Avantis International Equity ETF made up 14.63% of Echo Wealth Management's portfolio in Q2 2026, its #2 holding.
Echo 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 Echo Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.