Gallagher Fiduciary Advisors’s Avantis International Equity ETF AVDE Stock Holding History

Gallagher Fiduciary Advisors’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	$1.09M	Buy	12,222 +945	+8%	+$84.7K	0.04%	107
2026 Q1	$957K	Buy	11,277 +1,269	+13%	+$110K	0.04%	79
2025 Q4	$824K	Buy	10,008 +2,961	+42%	+$237K	0.03%	120
2025 Q3	$556K	Buy	7,047 +3,402	+93%	+$259K	0.02%	145
2025 Q2	$270K	Buy	+3,645	New	+$255K	0.01%	270

Other funds holding AVDE

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Gallagher Fiduciary Advisors's AVDE Position: Q2 2026 in Review

Gallagher Fiduciary Advisors increased its Avantis International Equity ETF (AVDE) stake by 8.4% in Q2 2026, buying an estimated $84.7K and bringing the position to 12,222 shares worth $1.09M. The position accounts for 0.04% of the portfolio, ranked #107.

Gallagher Fiduciary Advisors first reported a position in AVDE in Q2 2025 and has held it in 5 quarters since. 727 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

Gallagher Fiduciary Advisors held 12,222 shares of Avantis International Equity ETF worth $1.09M as of Q2 2026.
Gallagher Fiduciary Advisors bought 945 Avantis International Equity ETF shares in Q2 2026, an estimated $84.7K.
Avantis International Equity ETF made up 0.04% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #107 holding.
Gallagher Fiduciary Advisors first reported a position in Avantis International Equity ETF in Q2 2025 and has held it in 5 quarters since.
727 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

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