FWM
AVDE icon

FMB Wealth Management’s Avantis International Equity ETF AVDE Stock Holding History

FMB Wealth Management’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 		$6.89M Buy
77,234
+876
+1% +$78.6K 2.53% 11
2026
Q1 		$6.48M Buy
76,358
+4,750
+7% +$413K 2.68% 11
2025
Q4 		$5.89M Buy
71,608
+4,987
+7% +$400K 2.33% 12
2025
Q3 		$5.26M Buy
66,621
+853
+1% +$65K 2.23% 12
2025
Q2 		$4.87M Buy
65,768
+1,327
+2% +$92.8K 2.32% 12
2025
Q1 		$4.27M Sell
64,441
-1,977
-3% -$129K 2.36% 13
2024
Q4 		$4.08M Sell
66,418
-356
-0.5% -$22.8K 2.3% 14
2024
Q3 		$4.48M Buy
66,774
+805
+1% +$51.7K 2.53% 13
2024
Q2 		$4.11M Sell
65,969
-4,659
-7% -$296K 3.12% 11
2024
Q1 		$4.5M Buy
70,628
+473
+0.7% +$28.8K 3.59% 8
2023
Q4 		$4.24M Buy
70,155
+4,985
+8% +$282K 3.87% 9
2023
Q3 		$3.63M Hold
65,170
– – 3.89% 9
2023
Q2 		$3.74M Sell
65,170
-112
-0.2% -$6.47K 3.97% 8
2023
Q1 		$3.72M Buy
65,282
+9
+0% +$507 4.44% 7
2022
Q4 		$3.47M Buy
+65,273
New +$3.32M 4.47% 7

Other funds holding AVDE

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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 22.96% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

FMB Wealth Management's AVDE Position: Q2 2026 in Review

FMB Wealth Management increased its Avantis International Equity ETF (AVDE) stake by 1.1% in Q2 2026, buying an estimated $78.6K and bringing the position to 77,234 shares worth $6.89M. The position accounts for 2.53% of the portfolio, ranked #11.

FMB Wealth Management first reported a position in AVDE in Q4 2022 and has held it in 15 quarters since. 724 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

  • FMB Wealth Management held 77,234 shares of Avantis International Equity ETF worth $6.89M as of Q2 2026.
  • FMB Wealth Management bought 876 Avantis International Equity ETF shares in Q2 2026, an estimated $78.6K.
  • Avantis International Equity ETF made up 2.53% of FMB Wealth Management's portfolio in Q2 2026, its #11 holding.
  • FMB Wealth Management first reported a position in Avantis International Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • 724 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on FMB Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.