GWM
AVDE icon

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

Greenwich 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
Q1 		$6.42M Buy
75,697
+15,698
+26% +$1.36M 0.26% 56
2025
Q4 		$4.94M Buy
59,999
+12,333
+26% +$989K 0.22% 64
2025
Q3 		$3.76M Buy
47,666
+20,053
+73% +$1.53M 0.19% 70
2025
Q2 		$2.04M Buy
27,613
+522
+2% +$36.5K 0.1% 93
2025
Q1 		$1.79M Buy
27,091
+9,350
+53% +$608K 0.14% 83
2024
Q4 		$1.09M Buy
17,741
+325
+2% +$20.8K 0.08% 116
2024
Q3 		$1.17M Sell
17,416
-538
-3% -$34.6K 0.08% 107
2024
Q2 		$1.12M Buy
17,954
+781
+5% +$49.6K 0.08% 106
2024
Q1 		$1.09M Buy
17,173
+734
+4% +$44.7K 0.09% 105
2023
Q4 		$993K Buy
16,439
+3,659
+29% +$207K 0.1% 104
2023
Q3 		$711K Buy
12,780
+2,368
+23% +$136K 0.08% 131
2023
Q2 		$598K Buy
10,412
+2,730
+36% +$158K 0.06% 142
2023
Q1 		$438K Buy
+7,682
New +$433K 0.05% 160

Other funds holding AVDE

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Greenwich Wealth Management's AVDE Position: Q1 2026 in Review

Greenwich Wealth Management increased its Avantis International Equity ETF (AVDE) stake by 26% in Q1 2026, buying an estimated $1.36M and bringing the position to 75,697 shares worth $6.42M. The position accounts for 0.26% of the portfolio, ranked #56.

Greenwich Wealth Management first reported a position in AVDE in Q1 2023 and has held it in 13 quarters since. 671 funds tracked by Wall St. Rank hold AVDE as of Q1 2026.

  • Greenwich Wealth Management held 75,697 shares of Avantis International Equity ETF worth $6.42M as of Q1 2026.
  • Greenwich Wealth Management bought 15,698 Avantis International Equity ETF shares in Q1 2026, an estimated $1.36M.
  • Avantis International Equity ETF made up 0.26% of Greenwich Wealth Management's portfolio in Q1 2026, its #56 holding.
  • Greenwich Wealth Management first reported a position in Avantis International Equity ETF in Q1 2023 and has held it in 13 quarters since.
  • 671 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q1 2026.

Based on Greenwich Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.