Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
FFM
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
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
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
Corient Private Wealth
Miami, Florida
$69.9B AUM
22.19%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Wealth Enhancement Advisory Services
Plymouth, Minnesota
$45.5B AUM
21.01%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
MWM
Mission Wealth Management
Santa Barbara, California
$4.78B AUM
22.78%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close