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Forum Financial Management’s Avantis International Equity ETF AVDE Stock Holding History

Forum Financial 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 		$788K Buy
8,832
+175
+2% +$15.7K 0.01% 159
2026
Q1 		$734K Sell
8,657
-1,218
-12% -$106K 0.01% 151
2025
Q4 		$813K Sell
9,875
-1,419
-13% -$114K 0.01% 303
2025
Q3 		$891K Sell
11,294
-84
-0.7% -$6.4K 0.01% 265
2025
Q2 		$842K Sell
11,378
-176
-2% -$12.3K 0.01% 248
2025
Q1 		$766K Buy
+11,554
New +$752K 0.01% 253
2024
Q4 		– Sell
-24,514
Closed -$1.64M – 918
2024
Q3 		$1.64M Buy
24,514
+3,231
+15% +$208K 0.03% 128
2024
Q2 		$1.33M Sell
21,283
-4,417
-17% -$280K 0.02% 142
2024
Q1 		$1.64M Sell
25,700
-4,937
-16% -$300K 0.03% 138
2023
Q4 		$1.85M Sell
30,637
-52
-0.2% -$2.94K 0.03% 95
2023
Q3 		$1.71M Buy
30,689
+2,051
+7% +$118K 0.04% 99
2023
Q2 		$1.64M Buy
28,638
+3,157
+12% +$182K 0.04% 101
2023
Q1 		$1.45M Buy
25,481
+167
+0.7% +$9.41K 0.04% 103
2022
Q4 		$1.35M Buy
25,314
+4,973
+24% +$253K 0.04% 101
2022
Q3 		$928K Buy
20,341
+13,963
+219% +$710K 0.04% 121
2022
Q2 		$325K Buy
+6,378
New +$358K 0.02% 331

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

Forum Financial Management's AVDE Position: Q2 2026 in Review

Forum Financial Management increased its Avantis International Equity ETF (AVDE) stake by 2% in Q2 2026, buying an estimated $15.7K and bringing the position to 8,832 shares worth $788K. The position accounts for 0.01% of the portfolio, ranked #159.

Forum Financial Management first reported a position in AVDE in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.85M in Q4 2023. 724 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

  • Forum Financial Management held 8,832 shares of Avantis International Equity ETF worth $788K as of Q2 2026.
  • Forum Financial Management bought 175 Avantis International Equity ETF shares in Q2 2026, an estimated $15.7K.
  • Avantis International Equity ETF made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #159 holding.
  • Forum Financial Management first reported a position in Avantis International Equity ETF in Q2 2022 and has held it in 16 quarters since.
  • Forum Financial Management's Avantis International Equity ETF position peaked at $1.85M in Q4 2023.
  • 724 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.