Evermay Wealth Management’s Avantis International Equity ETF AVDE Stock Holding History

Evermay Wealth Management’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 Q1	–	Sell	-18	Closed	-$1.11K	–	581
2024 Q4	$1.11K	Buy	+18	New	+$1.15K	﹤0.01%	525

Other funds holding AVDE

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ORL

Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return

Evermay Wealth Management's AVDE Position: Q1 2025 in Review

Evermay Wealth Management sold out of Avantis International Equity ETF (AVDE) in Q1 2025, closing a stake of 18 shares — an estimated $1.11K sold.

Evermay Wealth Management first reported a position in AVDE in Q4 2024 and held it in 1 quarter. The position peaked at $1.11K in Q4 2024. 434 funds tracked by Wall St. Rank hold AVDE as of Q1 2025.

Evermay Wealth Management reported no remaining Avantis International Equity ETF position as of Q1 2025 after selling out during the quarter.
Evermay Wealth Management sold 18 Avantis International Equity ETF shares in Q1 2025, an estimated $1.11K.
Evermay Wealth Management first reported a position in Avantis International Equity ETF in Q4 2024 and held it in 1 quarter.
Evermay Wealth Management's Avantis International Equity ETF position peaked at $1.11K in Q4 2024.
434 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q1 2025.

Based on Evermay Wealth Management's 13F filing for Q1 2025, filed 7 May 2025.