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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
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

EP Wealth Advisors's AVDE Position: Q1 2026 in Review

EP Wealth Advisors increased its Avantis International Equity ETF (AVDE) stake by 751% in Q1 2026, buying an estimated $9.95M and bringing the position to 129,799 shares worth $11M. The position accounts for 0.05% of the portfolio, ranked #207.

EP Wealth Advisors first reported a position in AVDE in Q4 2023 and has held it in 4 quarters since. 671 funds tracked by Wall St. Rank hold AVDE as of Q1 2026.

  • EP Wealth Advisors held 129,799 shares of Avantis International Equity ETF worth $11M as of Q1 2026.
  • EP Wealth Advisors bought 114,550 Avantis International Equity ETF shares in Q1 2026, an estimated $9.95M.
  • Avantis International Equity ETF made up 0.05% of EP Wealth Advisors's portfolio in Q1 2026, its #207 holding.
  • EP Wealth Advisors first reported a position in Avantis International Equity ETF in Q4 2023 and has held it in 4 quarters since.
  • 671 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.