Family Office Research’s Avantis International Equity ETF AVDE Stock Holding History

Family Office Research’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	$4.48M	Buy	50,225 +746	+2%	+$66.9K	1.68%	12
2026 Q1	$4.2M	Sell	49,479 -516	-1%	-$44.8K	1.82%	11
2025 Q4	$4.13M	Buy	49,995 +1,409	+3%	+$113K	1.69%	11
2025 Q3	$3.83M	Buy	48,586 +74	+0.2%	+$5.63K	1.68%	11
2025 Q2	$3.59M	Buy	48,512 +1,175	+2%	+$82.2K	1.7%	11
2025 Q1	$3.14M	Buy	47,337 +76	+0.2%	+$4.94K	1.53%	11
2024 Q4	$2.9M	Buy	+47,261	New	+$3.02M	1.27%	15

Other funds holding AVDE

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

RWM

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

Family Office Research's AVDE Position: Q2 2026 in Review

Family Office Research increased its Avantis International Equity ETF (AVDE) stake by 1.5% in Q2 2026, buying an estimated $66.9K and bringing the position to 50,225 shares worth $4.48M. The position accounts for 1.68% of the portfolio, ranked #12.

Family Office Research first reported a position in AVDE in Q4 2024 and has held it in 7 quarters since. 633 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

Family Office Research held 50,225 shares of Avantis International Equity ETF worth $4.48M as of Q2 2026.
Family Office Research bought 746 Avantis International Equity ETF shares in Q2 2026, an estimated $66.9K.
Avantis International Equity ETF made up 1.68% of Family Office Research's portfolio in Q2 2026, its #12 holding.
Family Office Research first reported a position in Avantis International Equity ETF in Q4 2024 and has held it in 7 quarters since.
633 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on Family Office Research's 13F filing for Q2 2026, filed 27 Jul 2026.