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Goldstein Advisors’s Avantis International Equity ETF AVDE Stock Holding History

Goldstein 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
Q3 		$16.9M Buy
187,253
+176,294
+1,609% +$16.2M 1.49% 16
2026
Q2 		$978K Buy
10,959
+6,834
+166% +$613K 0.09% 85
2026
Q1 		$350K Sell
4,125
-149,201
-97% -$13M 0.04% 135
2025
Q4 		$12.6M Sell
153,326
-58,099
-27% -$4.66M 1.44% 18
2025
Q3 		$16.7M Buy
+211,425
New +$16.1M 2.03% 14

Other funds holding AVDE

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
LFS
Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return
PCTC
Perkins Coie Trust Company Seattle, Washington $626M AUM 18.31% 1-Year Est. Return

Goldstein Advisors's AVDE Position: Q3 2026 in Review

Goldstein Advisors increased its Avantis International Equity ETF (AVDE) stake by 1,609% in Q3 2026, buying an estimated $16.2M and bringing the position to 187,253 shares worth $16.9M. The position accounts for 1.49% of the portfolio, ranked #16.

Goldstein Advisors first reported a position in AVDE in Q3 2025 and has held it in 5 quarters since. 120 funds tracked by Wall St. Rank hold AVDE as of Q3 2026.

  • Goldstein Advisors held 187,253 shares of Avantis International Equity ETF worth $16.9M as of Q3 2026.
  • Goldstein Advisors bought 176,294 Avantis International Equity ETF shares in Q3 2026, an estimated $16.2M.
  • Avantis International Equity ETF made up 1.49% of Goldstein Advisors's portfolio in Q3 2026, its #16 holding.
  • Goldstein Advisors first reported a position in Avantis International Equity ETF in Q3 2025 and has held it in 5 quarters since.
  • 120 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q3 2026.

Based on Goldstein Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.