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Estate Counselors’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Estate Counselors’s Portfolio AVDV Stock Details AVDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.85M Sell
66,480
-1,485
-2% -$158K 0.59% 24
2026
Q1 		$6.79M Sell
67,965
-545
-0.8% -$55.6K 0.6% 18
2025
Q4 		$6.44M Buy
68,510
+1,375
+2% +$125K 0.54% 28
2025
Q3 		$5.98M Buy
+67,135
New +$5.64M 0.51% 30

Other funds holding AVDV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return

Estate Counselors's AVDV Position: Q2 2026 in Review

Estate Counselors reduced its Avantis International Small Cap Value ETF (AVDV) stake by 2.2% in Q2 2026, selling an estimated $158K and leaving 66,480 shares worth $6.85M. The position accounts for 0.59% of the portfolio, ranked #24.

Estate Counselors first reported a position in AVDV in Q3 2025 and has held it in 4 quarters since. 715 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

  • Estate Counselors held 66,480 shares of Avantis International Small Cap Value ETF worth $6.85M as of Q2 2026.
  • Estate Counselors sold 1,485 Avantis International Small Cap Value ETF shares in Q2 2026, an estimated $158K.
  • Avantis International Small Cap Value ETF made up 0.59% of Estate Counselors's portfolio in Q2 2026, its #24 holding.
  • Estate Counselors first reported a position in Avantis International Small Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 715 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on Estate Counselors's 13F filing for Q2 2026, filed 7 Aug 2026.