EnRich Financial Partners’s Avantis International Equity ETF AVDE Stock Holding History

EnRich Financial Partners’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	$1.52M	Buy	17,073 +542	+3%	+$48.6K	0.36%	24
2026 Q1	$1.4M	Buy	16,531 +4,611	+39%	+$401K	0.37%	25
2025 Q4	$981K	Buy	11,920 +2,273	+24%	+$182K	0.27%	27
2025 Q3	$761K	Buy	9,647 +63	+0.7%	+$4.8K	0.22%	29
2025 Q2	$709K	Buy	+9,584	New	+$670K	0.22%	31
2025 Q1	–	Sell	-2,847	Closed	-$175K	–	67
2024 Q4	$175K	Buy	2,847 +287	+11%	+$18.4K	0.06%	62
2024 Q3	$172K	Buy	2,560 +380	+17%	+$24.4K	0.06%	59
2024 Q2	$136K	Sell	2,180 -315	-13%	-$20K	0.05%	62
2024 Q1	$159K	Buy	+2,495	New	+$152K	0.06%	55

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

EnRich Financial Partners's AVDE Position: Q2 2026 in Review

EnRich Financial Partners increased its Avantis International Equity ETF (AVDE) stake by 3.3% in Q2 2026, buying an estimated $48.6K and bringing the position to 17,073 shares worth $1.52M. The position accounts for 0.36% of the portfolio, ranked #24.

EnRich Financial Partners first reported a position in AVDE in Q1 2024 and has held it in 9 quarters since. 722 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

EnRich Financial Partners held 17,073 shares of Avantis International Equity ETF worth $1.52M as of Q2 2026.
EnRich Financial Partners bought 542 Avantis International Equity ETF shares in Q2 2026, an estimated $48.6K.
Avantis International Equity ETF made up 0.36% of EnRich Financial Partners's portfolio in Q2 2026, its #24 holding.
EnRich Financial Partners first reported a position in Avantis International Equity ETF in Q1 2024 and has held it in 9 quarters since.
722 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on EnRich Financial Partners's 13F filing for Q2 2026, filed 27 Jul 2026.