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Foundations Investment Advisors’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Foundations Investment Advisors’s Portfolio AVDV Stock Details AVDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$248K Buy
2,408
+89
+4% +$9.47K ﹤0.01% 1056
2026
Q1 		$232K Sell
2,319
-35,932
-94% -$3.67M ﹤0.01% 1039
2025
Q4 		$3.59M Buy
38,251
+386
+1% +$35K 0.05% 262
2025
Q3 		$3.37M Sell
37,865
-104
-0.3% -$8.74K 0.05% 252
2025
Q2 		$3.01M Buy
37,969
+780
+2% +$57.7K 0.05% 260
2025
Q1 		$2.59M Buy
37,189
+380
+1% +$25.8K 0.05% 264
2024
Q4 		$2.4M Buy
36,809
+2,232
+6% +$150K 0.05% 262
2024
Q3 		$2.44M Buy
34,577
+262
+0.8% +$17.6K 0.05% 244
2024
Q2 		$2.23M Buy
34,315
+2,206
+7% +$146K 0.05% 223
2024
Q1 		$2.11M Buy
32,109
+1,455
+5% +$90.7K 0.06% 225
2023
Q4 		$1.9M Buy
30,654
+2,109
+7% +$123K 0.05% 234
2023
Q3 		$1.65M Buy
28,545
+5,859
+26% +$346K 0.05% 237
2023
Q2 		$1.31M Buy
22,686
+4,703
+26% +$275K 0.04% 232
2023
Q1 		$1.05M Sell
17,983
-3,460
-16% -$202K 0.04% 233
2022
Q4 		$1.19M Sell
21,443
-422
-2% -$22.3K 0.05% 190
2022
Q3 		$1.04M Buy
21,865
+8,817
+68% +$467K 0.05% 169
2022
Q2 		$663K Buy
13,048
+3,145
+32% +$185K 0.03% 189
2022
Q1 		$615K Buy
9,903
+1,327
+15% +$83.4K 0.02% 174
2021
Q4 		$568K Buy
8,576
+708
+9% +$45.9K 0.02% 186
2021
Q3 		$508K Buy
7,868
+670
+9% +$43.9K 0.02% 179
2021
Q2 		$470K Buy
7,198
+335
+5% +$22K 0.02% 172
2021
Q1 		$438K Buy
+6,863
New +$414K 0.03% 146

Other funds holding AVDV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return

Foundations Investment Advisors's AVDV Position: Q2 2026 in Review

Foundations Investment Advisors increased its Avantis International Small Cap Value ETF (AVDV) stake by 3.8% in Q2 2026, buying an estimated $9.47K and bringing the position to 2,408 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #1056.

Foundations Investment Advisors first reported a position in AVDV in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.59M in Q4 2025. 715 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

  • Foundations Investment Advisors held 2,408 shares of Avantis International Small Cap Value ETF worth $248K as of Q2 2026.
  • Foundations Investment Advisors bought 89 Avantis International Small Cap Value ETF shares in Q2 2026, an estimated $9.47K.
  • Avantis International Small Cap Value ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #1056 holding.
  • Foundations Investment Advisors first reported a position in Avantis International Small Cap Value ETF in Q1 2021 and has held it in 22 quarters since.
  • Foundations Investment Advisors's Avantis International Small Cap Value ETF position peaked at $3.59M in Q4 2025.
  • 715 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.