Harbor Asset Planning’s Avantis International Equity ETF AVDE Stock Holding History

Harbor Asset Planning’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	$1.44M	Buy	16,121 +1,356	+9%	+$122K	1.08%	26
2026 Q1	$1.25M	Buy	14,765 +9,233	+167%	+$802K	1.05%	27
2025 Q4	$455K	Buy	5,532 +1,977	+56%	+$159K	0.39%	58
2025 Q3	$280K	Sell	3,555 -4	-0.1%	-$305	0.25%	74
2025 Q2	$263K	Buy	+3,559	New	+$249K	0.25%	74

Other funds holding AVDE

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Harbor Asset Planning's AVDE Position: Q2 2026 in Review

Harbor Asset Planning increased its Avantis International Equity ETF (AVDE) stake by 9.2% in Q2 2026, buying an estimated $122K and bringing the position to 16,121 shares worth $1.44M. The position accounts for 1.08% of the portfolio, ranked #26.

Harbor Asset Planning first reported a position in AVDE in Q2 2025 and has held it in 5 quarters since. 726 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

Harbor Asset Planning held 16,121 shares of Avantis International Equity ETF worth $1.44M as of Q2 2026.
Harbor Asset Planning bought 1,356 Avantis International Equity ETF shares in Q2 2026, an estimated $122K.
Avantis International Equity ETF made up 1.08% of Harbor Asset Planning's portfolio in Q2 2026, its #26 holding.
Harbor Asset Planning first reported a position in Avantis International Equity ETF in Q2 2025 and has held it in 5 quarters since.
726 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.