FIC
AVDE icon

Family Investment Center’s Avantis International Equity ETF AVDE Stock Holding History

Family Investment Center’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 		$45.7M Buy
512,323
+55,921
+12% +$5.01M 7.59% 6
2026
Q1 		$38.7M Buy
456,402
+212,369
+87% +$18.5M 7.45% 6
2025
Q4 		$20.1M Buy
244,033
+8,573
+4% +$688K 4.06% 7
2025
Q3 		$18.6M Buy
235,460
+12,430
+6% +$947K 3.86% 8
2025
Q2 		$16.5M Buy
223,030
+43,827
+24% +$3.06M 3.74% 7
2025
Q1 		$11.9M Sell
179,203
-85,173
-32% -$5.54M 2.9% 10
2024
Q4 		$16.2M Sell
264,376
-19,752
-7% -$1.26M 4.12% 9
2024
Q3 		$19M Buy
284,128
+106,518
+60% +$6.85M 4.78% 8
2024
Q2 		$11.1M Sell
177,610
-20,008
-10% -$1.27M 3.3% 10
2024
Q1 		$12.6M Sell
197,618
-141,203
-42% -$8.59M 4.06% 10
2023
Q4 		$20.5M Buy
338,821
+12,608
+4% +$714K 10.29% 3
2023
Q3 		$18.2M Sell
326,213
-67,099
-17% -$3.86M 10.96% 3
2023
Q2 		$22.6M Buy
393,312
+13,051
+3% +$754K 14.45% 2
2023
Q1 		$21.7M Buy
380,261
+13,881
+4% +$782K 14.9% 2
2022
Q4 		$19.5M Buy
+366,380
New +$18.7M 14.21% 2

Other funds holding AVDE

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Family Investment Center's AVDE Position: Q2 2026 in Review

Family Investment Center increased its Avantis International Equity ETF (AVDE) stake by 12% in Q2 2026, buying an estimated $5.01M and bringing the position to 512,323 shares worth $45.7M. The position accounts for 7.59% of the portfolio, ranked #6.

Family Investment Center first reported a position in AVDE in Q4 2022 and has held it in 15 quarters since. 446 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

  • Family Investment Center held 512,323 shares of Avantis International Equity ETF worth $45.7M as of Q2 2026.
  • Family Investment Center bought 55,921 Avantis International Equity ETF shares in Q2 2026, an estimated $5.01M.
  • Avantis International Equity ETF made up 7.59% of Family Investment Center's portfolio in Q2 2026, its #6 holding.
  • Family Investment Center first reported a position in Avantis International Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • 446 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on Family Investment Center's 13F filing for Q2 2026.