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Henderson Brothers Financial Partners’s Avantis International Equity ETF AVDE Stock Holding History

Henderson Brothers Financial Partners’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 		$15.2M Sell
169,952
-157,568
-48% -$14.1M 7.18% 3
2026
Q1 		$27.8M Buy
+327,520
New +$28.5M 7.04% 4
2025
Q1 		$13.4M Buy
+162,181
New +$10.5M 6.69% 3

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Wealth Enhancement Advisory Services
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Envestnet Asset Management
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MWM
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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

Henderson Brothers Financial Partners's AVDE Position: Q2 2026 in Review

Henderson Brothers Financial Partners reduced its Avantis International Equity ETF (AVDE) stake by 48% in Q2 2026, selling an estimated $14.1M and leaving 169,952 shares worth $15.2M. The position accounts for 7.18% of the portfolio, ranked #3.

Henderson Brothers Financial Partners first reported a position in AVDE in Q1 2025 and has held it in 3 quarters since. The position peaked at $27.8M in Q1 2026. 722 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

  • Henderson Brothers Financial Partners held 169,952 shares of Avantis International Equity ETF worth $15.2M as of Q2 2026.
  • Henderson Brothers Financial Partners sold 157,568 Avantis International Equity ETF shares in Q2 2026, an estimated $14.1M.
  • Avantis International Equity ETF made up 7.18% of Henderson Brothers Financial Partners's portfolio in Q2 2026, its #3 holding.
  • Henderson Brothers Financial Partners first reported a position in Avantis International Equity ETF in Q1 2025 and has held it in 3 quarters since.
  • Henderson Brothers Financial Partners's Avantis International Equity ETF position peaked at $27.8M in Q1 2026.
  • 722 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on Henderson Brothers Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.