GRP
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Global Retirement Partners’s Avantis International Equity ETF AVDE Stock Holding History

Global Retirement Partners’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 		$3.94M Buy
+44,195
New +$3.96M 0.06% 289
2025
Q4 		$2.97M Buy
36,030
+6,400
+22% +$513K 0.05% 332
2025
Q3 		$2.34M Buy
29,630
+8,830
+42% +$672K 0.05% 322
2025
Q2 		$1.54M Buy
+20,800
New +$1.45M 0.04% 393
2024
Q4 		$5.35M Buy
87,200
+77,256
+777% +$4.94M 0.15% 128
2024
Q3 		$667K Buy
9,944
+2,803
+39% +$180K 0.02% 553
2024
Q2 		$445K Buy
7,141
+2,030
+40% +$129K 0.01% 640
2024
Q1 		$326K Sell
5,111
-10
-0.2% -$608 0.01% 634
2023
Q4 		$302K Sell
5,121
-83
-2% -$4.7K 0.01% 605
2023
Q3 		$280K Sell
5,204
-2,201
-30% -$126K 0.01% 568
2023
Q2 		$425K Buy
7,405
+352
+5% +$20.3K 0.02% 488
2023
Q1 		$408K Buy
7,053
+2,001
+40% +$113K 0.02% 469
2022
Q4 		$269K Sell
5,052
-1,890
-27% -$96.3K 0.02% 513
2022
Q3 		$336K Buy
6,942
+36
+0.5% +$1.83K 0.03% 430
2022
Q2 		$352K Sell
6,906
-296
-4% -$16.6K 0.03% 422
2022
Q1 		$408K Buy
+7,202
New +$439K 0.03% 390
2021
Q4 		– Sell
-6,628
Closed -$414K – 353
2021
Q3 		$414K Buy
6,628
+274
+4% +$17.5K 0.04% 331
2021
Q2 		$401K Buy
+6,354
New +$404K 0.04% 329

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

Global Retirement Partners's AVDE Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Avantis International Equity ETF (AVDE) in Q2 2026: 44,195 shares worth $3.94M. The stake represents 0.06% of the portfolio and ranks #289 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in AVDE as recently as Q4 2025.

Global Retirement Partners first reported a position in AVDE in Q2 2021 and has held it in 18 quarters since. The position peaked at $5.35M in Q4 2024. 724 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

  • Global Retirement Partners held 44,195 shares of Avantis International Equity ETF worth $3.94M as of Q2 2026.
  • Avantis International Equity ETF was a new Global Retirement Partners position in Q2 2026.
  • Avantis International Equity ETF made up 0.06% of Global Retirement Partners's portfolio in Q2 2026, its #289 holding.
  • Global Retirement Partners first reported a position in Avantis International Equity ETF in Q2 2021 and has held it in 18 quarters since.
  • Global Retirement Partners's Avantis International Equity ETF position peaked at $5.35M in Q4 2024.
  • 724 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.