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

HB 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 Q2	$151M	Buy	1,693,261 +28,334	+2%	+$2.54M	0.85%	22
2026 Q1	$141M	Sell	1,664,927 -10,847	-0.6%	-$943K	0.91%	19
2025 Q4	$138M	Sell	1,675,774 -9,082	-0.5%	-$728K	0.89%	19
2025 Q3	$133M	Sell	1,684,856 -11,343	-0.7%	-$864K	0.9%	18
2025 Q2	$126M	Sell	1,696,199 -311,601	-16%	-$21.8M	1%	18
2025 Q1	$133M	Buy	2,007,800 +2,000,590	+27,747%	+$130M	1.11%	14
2024 Q4	$442K	Sell	7,210 -899	-11%	-$57.5K	﹤0.01%	659
2024 Q3	$544K	Buy	8,109 +899	+12%	+$57.8K	0.01%	562
2024 Q2	$449K	Sell	7,210 -102	-1%	-$6.47K	0.01%	575
2024 Q1	$466K	Buy	7,312 +102	+1%	+$6.21K	0.01%	526
2023 Q4	$436K	Buy	7,210 +68	+1%	+$3.85K	0.01%	498
2023 Q3	$397K	Hold	7,142	–	–	0.01%	495
2023 Q2	$410K	Hold	7,142	–	–	0.01%	467
2023 Q1	$407K	Buy	+7,142	New	+$402K	0.01%	463

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

HB Wealth Management's AVDE Position: Q2 2026 in Review

HB Wealth Management increased its Avantis International Equity ETF (AVDE) stake by 1.7% in Q2 2026, buying an estimated $2.54M and bringing the position to 1,693,261 shares worth $151M. The position accounts for 0.85% of the portfolio, ranked #22.

HB Wealth Management first reported a position in AVDE in Q1 2023 and has held it in 14 quarters since. 724 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

HB Wealth Management held 1,693,261 shares of Avantis International Equity ETF worth $151M as of Q2 2026.
HB Wealth Management bought 28,334 Avantis International Equity ETF shares in Q2 2026, an estimated $2.54M.
Avantis International Equity ETF made up 0.85% of HB Wealth Management's portfolio in Q2 2026, its #22 holding.
HB Wealth Management first reported a position in Avantis International Equity ETF in Q1 2023 and has held it in 14 quarters since.
724 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.