GTWM
AVDE icon

Global Trust Wealth Management’s Avantis International Equity ETF AVDE Stock Holding History

Global Trust Wealth 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 		$263K Sell
2,951
-2,100
-42% -$188K 0.18% 65
2026
Q1 		$429K Sell
5,051
-250
-5% -$21.7K 0.32% 61
2025
Q4 		$436K Buy
+5,301
New +$425K 0.32% 57

Other funds holding AVDE

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 New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Global Trust Wealth Management's AVDE Position: Q2 2026 in Review

Global Trust Wealth Management reduced its Avantis International Equity ETF (AVDE) stake by 42% in Q2 2026, selling an estimated $188K and leaving 2,951 shares worth $263K. The position accounts for 0.18% of the portfolio, ranked #65.

Global Trust Wealth Management first reported a position in AVDE in Q4 2025 and has held it in 3 quarters since. The position peaked at $436K in Q4 2025. 478 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

  • Global Trust Wealth Management held 2,951 shares of Avantis International Equity ETF worth $263K as of Q2 2026.
  • Global Trust Wealth Management sold 2,100 Avantis International Equity ETF shares in Q2 2026, an estimated $188K.
  • Avantis International Equity ETF made up 0.18% of Global Trust Wealth Management's portfolio in Q2 2026, its #65 holding.
  • Global Trust Wealth Management first reported a position in Avantis International Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • Global Trust Wealth Management's Avantis International Equity ETF position peaked at $436K in Q4 2025.
  • 478 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on Global Trust Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.