EP Wealth Advisors’s Avantis International Equity ETF AVDE Stock Holding History

EP Wealth Advisors’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	$45M	Buy	504,383 +374,584	+289%	+$33.6M	0.17%	98
2026 Q1	$11M	Buy	129,799 +114,550	+751%	+$9.95M	0.05%	207
2025 Q4	$1.26M	Buy	+15,249	New	+$1.22M	0.01%	558
2025 Q1	–	Sell	-1,798	Closed	-$110K	–	1290
2024 Q4	$110K	Buy	+1,798	New	+$115K	﹤0.01%	1189
2024 Q1	–	Sell	-4,650	Closed	-$281K	–	835
2023 Q4	$281K	Buy	+4,650	New	+$263K	﹤0.01%	633

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

EP Wealth Advisors's AVDE Position: Q2 2026 in Review

EP Wealth Advisors increased its Avantis International Equity ETF (AVDE) stake by 289% in Q2 2026, buying an estimated $33.6M and bringing the position to 504,383 shares worth $45M. The position accounts for 0.17% of the portfolio, ranked #98.

EP Wealth Advisors first reported a position in AVDE in Q4 2023 and has held it in 5 quarters since. 724 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

EP Wealth Advisors held 504,383 shares of Avantis International Equity ETF worth $45M as of Q2 2026.
EP Wealth Advisors bought 374,584 Avantis International Equity ETF shares in Q2 2026, an estimated $33.6M.
Avantis International Equity ETF made up 0.17% of EP Wealth Advisors's portfolio in Q2 2026, its #98 holding.
EP Wealth Advisors first reported a position in Avantis International Equity ETF in Q4 2023 and has held it in 5 quarters since.
724 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.