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Essential Partners’s Avantis International Equity ETF AVDE Stock Holding History

Essential 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
2025
Q3 		– Sell
-24
Closed -$1.78K – 2678
2025
Q2 		$1.78K Buy
+24
New +$1.68K ﹤0.01% 1349

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Wealth Enhancement Advisory Services
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Essential Partners's AVDE Position: Q3 2025 in Review

Essential Partners sold out of Avantis International Equity ETF (AVDE) in Q3 2025, closing a stake of 24 shares — an estimated $1.78K sold.

Essential Partners first reported a position in AVDE in Q2 2025 and held it in 1 quarter. The position peaked at $1.78K in Q2 2025. 514 funds tracked by Wall St. Rank hold AVDE as of Q3 2025.

  • Essential Partners reported no remaining Avantis International Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Essential Partners sold 24 Avantis International Equity ETF shares in Q3 2025, an estimated $1.78K.
  • Essential Partners first reported a position in Avantis International Equity ETF in Q2 2025 and held it in 1 quarter.
  • Essential Partners's Avantis International Equity ETF position peaked at $1.78K in Q2 2025.
  • 514 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q3 2025.

Based on Essential Partners's 13F filing for Q3 2025, filed 21 May 2026.