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

EverSource 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	$20.6M	Sell	231,308 -46,068	-17%	-$4.13M	0.7%	32
2026 Q1	$23.5M	Buy	277,376 +91,250	+49%	+$7.93M	0.72%	26
2025 Q4	$15.3M	Buy	186,126 +30,539	+20%	+$2.45M	0.56%	41
2025 Q3	$12.3M	Buy	155,587 +76,785	+97%	+$5.85M	0.49%	49
2025 Q2	$5.83M	Buy	78,802 +6,857	+10%	+$480K	0.26%	86
2025 Q1	$4.77M	Buy	71,945 +6,399	+10%	+$416K	0.26%	86
2024 Q4	$4.02M	Buy	65,546 +17,975	+38%	+$1.15M	0.23%	93
2024 Q3	$3.19M	Buy	47,571 +43,409	+1,043%	+$2.79M	0.2%	103
2024 Q2	$268K	Buy	4,162 +14	+0.3%	+$888	0.02%	470
2024 Q1	$257K	Sell	4,148 -23,990	-85%	-$1.46M	0.02%	425
2023 Q4	$1.7M	Sell	28,138 -5	-0%	-$283	0.16%	121
2023 Q3	$1.57M	Buy	28,143 +1,144	+4%	+$65.7K	0.17%	124
2023 Q2	$1.55M	Sell	26,999 -815	-3%	-$47.1K	0.17%	120
2023 Q1	$1.59M	Sell	27,814 -8,329	-23%	-$469K	0.2%	105
2022 Q4	$1.92M	Buy	36,143 +4,443	+14%	+$226K	0.29%	77
2022 Q3	$1.45M	Buy	31,700 +2,495	+9%	+$127K	0.33%	56
2022 Q2	$1.49M	Buy	29,205 +409	+1%	+$23K	0.38%	53
2022 Q1	$1.74M	Buy	28,796 +1,628	+6%	+$99.3K	0.44%	46
2021 Q4	$1.72M	Buy	+27,168	New	+$1.73M	0.48%	40

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

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

EverSource Wealth Advisors reduced its Avantis International Equity ETF (AVDE) stake by 17% in Q2 2026, selling an estimated $4.13M and leaving 231,308 shares worth $20.6M. The position accounts for 0.7% of the portfolio, ranked #32.

EverSource Wealth Advisors first reported a position in AVDE in Q4 2021 and has held it in 19 quarters since. The position peaked at $23.5M in Q1 2026. 724 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

EverSource Wealth Advisors held 231,308 shares of Avantis International Equity ETF worth $20.6M as of Q2 2026.
EverSource Wealth Advisors sold 46,068 Avantis International Equity ETF shares in Q2 2026, an estimated $4.13M.
Avantis International Equity ETF made up 0.7% of EverSource Wealth Advisors's portfolio in Q2 2026, its #32 holding.
EverSource Wealth Advisors first reported a position in Avantis International Equity ETF in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's Avantis International Equity ETF position peaked at $23.5M in Q1 2026.
724 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.