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

Goldstein 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	$897K	Buy	8,706 +1,496	+21%	+$159K	0.08%	89
2026 Q1	$720K	Hold	7,210	–	–	0.08%	83
2025 Q4	$678K	Hold	7,210	–	–	0.08%	89
2025 Q3	$642K	Sell	7,210 -22	-0.3%	-$1.85K	0.08%	88
2025 Q2	$573K	Sell	7,232 -110	-1%	-$8.14K	0.08%	84
2025 Q1	$512K	Buy	7,342 +393	+6%	+$26.7K	0.07%	94
2024 Q4	$452K	Buy	6,949 +1,215	+21%	+$81.8K	0.07%	98
2024 Q3	$405K	Sell	5,734 -112,439	-95%	-$7.56M	0.06%	100
2024 Q2	$7.68M	Buy	118,173 +2,024	+2%	+$134K	1.28%	19
2024 Q1	$7.65M	Buy	116,149 +7,119	+7%	+$444K	1.31%	19
2023 Q4	$6.81M	Buy	109,030 +3,903	+4%	+$227K	1.15%	19
2023 Q3	$6.08M	Buy	105,127 +6,857	+7%	+$405K	1.27%	19
2023 Q2	$5.66M	Sell	98,270 -1,254	-1%	-$73.4K	1.18%	20
2023 Q1	$5.82M	Buy	99,524 +1,903	+2%	+$111K	1.28%	21
2022 Q4	$5.4M	Buy	+97,621	New	+$5.16M	1.31%	20

Other funds holding AVDV

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Goldstein Advisors's AVDV Position: Q2 2026 in Review

Goldstein Advisors increased its Avantis International Small Cap Value ETF (AVDV) stake by 21% in Q2 2026, buying an estimated $159K and bringing the position to 8,706 shares worth $897K. The position accounts for 0.08% of the portfolio, ranked #89.

Goldstein Advisors first reported a position in AVDV in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.68M in Q2 2024. 708 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

Goldstein Advisors held 8,706 shares of Avantis International Small Cap Value ETF worth $897K as of Q2 2026.
Goldstein Advisors bought 1,496 Avantis International Small Cap Value ETF shares in Q2 2026, an estimated $159K.
Avantis International Small Cap Value ETF made up 0.08% of Goldstein Advisors's portfolio in Q2 2026, its #89 holding.
Goldstein Advisors first reported a position in Avantis International Small Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
Goldstein Advisors's Avantis International Small Cap Value ETF position peaked at $7.68M in Q2 2024.
708 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.