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Great Point Wealth Advisors’s Avantis International Equity ETF AVDE Stock Holding History

Great Point Wealth 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 		$7.1M Sell
79,576
-1,282
-2% -$115K 1.15% 19
2026
Q1 		$6.86M Sell
80,858
-1,555
-2% -$135K 1.27% 18
2025
Q4 		$6.78M Buy
82,413
+33
+0% +$2.65K 1.24% 18
2025
Q3 		$6.5M Buy
+82,380
New +$6.27M 1.22% 18
2025
Q1 		$5.73M Sell
86,424
-758
-0.9% -$49.3K 1.24% 17
2024
Q4 		$5.35M Sell
87,182
-639
-0.7% -$40.9K 1.17% 17
2024
Q3 		$5.89M Sell
87,821
-4,415
-5% -$284K 1.26% 17
2024
Q2 		$5.74M Sell
92,236
-2,339
-2% -$148K 1.31% 17
2024
Q1 		$6.03M Sell
94,575
-4,176
-4% -$254K 1.41% 17
2023
Q4 		$5.97M Sell
98,751
-6,037
-6% -$342K 1.55% 20
2023
Q3 		$5.83M Buy
104,788
+1,031
+1% +$59.3K 1.75% 20
2023
Q2 		$5.96M Sell
103,757
-449
-0.4% -$25.9K 1.79% 20
2023
Q1 		$5.94M Sell
104,206
-8,588
-8% -$484K 1.88% 20
2022
Q4 		$6M Buy
112,794
+71,776
+175% +$3.66M 2.01% 20
2022
Q3 		$1.87M Sell
41,018
-38,761
-49% -$1.97M 0.7% 33
2022
Q2 		$4.07M Buy
79,779
+71,909
+914% +$4.04M 1.44% 21
2022
Q1 		$475K Buy
7,870
+2,320
+42% +$142K 0.15% 38
2021
Q4 		$352K Buy
+5,550
New +$353K 0.11% 48

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

Great Point Wealth Advisors's AVDE Position: Q2 2026 in Review

Great Point Wealth Advisors reduced its Avantis International Equity ETF (AVDE) stake by 1.6% in Q2 2026, selling an estimated $115K and leaving 79,576 shares worth $7.1M. The position accounts for 1.15% of the portfolio, ranked #19.

Great Point Wealth Advisors first reported a position in AVDE in Q4 2021 and has held it in 18 quarters since. 724 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

  • Great Point Wealth Advisors held 79,576 shares of Avantis International Equity ETF worth $7.1M as of Q2 2026.
  • Great Point Wealth Advisors sold 1,282 Avantis International Equity ETF shares in Q2 2026, an estimated $115K.
  • Avantis International Equity ETF made up 1.15% of Great Point Wealth Advisors's portfolio in Q2 2026, its #19 holding.
  • Great Point Wealth Advisors first reported a position in Avantis International Equity ETF in Q4 2021 and has held it in 18 quarters since.
  • 724 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on Great Point Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.