EWA
AVDV icon

EverSource Wealth Advisors’s Avantis International Small Cap Value ETF AVDV Stock Holding History

EverSource Wealth Advisors’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 		$6.15M Buy
59,639
+4,251
+8% +$452K 0.21% 102
2026
Q1 		$5.53M Buy
55,388
+3,960
+8% +$404K 0.17% 111
2025
Q4 		$4.83M Sell
51,428
-4
-0% -$363 0.18% 105
2025
Q3 		$4.58M Buy
51,432
+1,134
+2% +$95.3K 0.18% 106
2025
Q2 		$3.99M Buy
50,298
+4,297
+9% +$318K 0.18% 108
2025
Q1 		$3.21M Buy
46,001
+1,593
+4% +$108K 0.18% 115
2024
Q4 		$2.89M Buy
44,408
+2,538
+6% +$171K 0.16% 116
2024
Q3 		$2.96M Sell
41,870
-1,254
-3% -$84.4K 0.19% 109
2024
Q2 		$2.93M Buy
43,124
+2,705
+7% +$179K 0.19% 103
2024
Q1 		$2.61M Sell
40,419
-3,634
-8% -$227K 0.2% 102
2023
Q4 		$2.75M Buy
44,053
+3,326
+8% +$194K 0.25% 90
2023
Q3 		$2.36M Buy
40,727
+3,098
+8% +$183K 0.25% 91
2023
Q2 		$2.17M Sell
37,629
-447
-1% -$26.2K 0.24% 97
2023
Q1 		$2.23M Sell
38,076
-472
-1% -$27.5K 0.28% 94
2022
Q4 		$2.13M Buy
38,548
+17,391
+82% +$920K 0.32% 75
2022
Q3 		$1.01M Sell
21,157
-354
-2% -$18.8K 0.23% 79
2022
Q2 		$1.14M Buy
21,511
+2,695
+14% +$158K 0.29% 60
2022
Q1 		$1.18M Buy
18,816
+13,533
+256% +$851K 0.3% 61
2021
Q4 		$341K Buy
+5,283
New +$343K 0.1% 160

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 22.96% 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

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

EverSource Wealth Advisors increased its Avantis International Small Cap Value ETF (AVDV) stake by 7.7% in Q2 2026, buying an estimated $452K and bringing the position to 59,639 shares worth $6.15M. The position accounts for 0.21% of the portfolio, ranked #102.

EverSource Wealth Advisors first reported a position in AVDV in Q4 2021 and has held it in 19 quarters since. 707 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

  • EverSource Wealth Advisors held 59,639 shares of Avantis International Small Cap Value ETF worth $6.15M as of Q2 2026.
  • EverSource Wealth Advisors bought 4,251 Avantis International Small Cap Value ETF shares in Q2 2026, an estimated $452K.
  • Avantis International Small Cap Value ETF made up 0.21% of EverSource Wealth Advisors's portfolio in Q2 2026, its #102 holding.
  • EverSource Wealth Advisors first reported a position in Avantis International Small Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 707 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

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