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EWA
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
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
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22.19%
1-Year Est. Return
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$374B AUM
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1-Year Est. Return
Wealth Enhancement Advisory Services
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$45.5B AUM
21.01%
1-Year Est. Return
LPL Financial
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$376B AUM
19.32%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
MWM
Mission Wealth Management
Santa Barbara, California
$4.78B AUM
22.78%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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