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Henrickson Nauta Wealth Advisors’s Avantis International Equity ETF AVDE Stock Holding History

Henrickson Nauta 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 		$20.6M Sell
231,296
-3,349
-1% -$300K 5.03% 6
2026
Q1 		$19.9M Sell
234,645
-232,221
-50% -$20.2M 5.59% 5
2025
Q4 		$39.3M Buy
466,866
+233,510
+100% +$18.7M 5.8% 5
2025
Q3 		$18.4M Sell
233,356
-1,060
-0.5% -$80.7K 5.83% 4
2025
Q2 		$17.3M Sell
234,416
-1,317
-0.6% -$92.1K 6% 5
2025
Q1 		$14.8M Buy
235,733
+3,393
+1% +$221K 6.04% 5
2024
Q4 		$14.3M Sell
232,340
-171
-0.1% -$10.9K 5.79% 5
2024
Q3 		$15.6M Buy
232,511
+1,367
+0.6% +$87.9K 6.19% 4
2024
Q2 		$14.4M Sell
231,144
-1,151
-0.5% -$73K 6.14% 4
2024
Q1 		$14.6M Sell
232,295
-2,662
-1% -$162K 6.46% 4
2023
Q4 		$14.2M Buy
234,957
+46,334
+25% +$2.62M 6.96% 4
2023
Q3 		$10.5M Sell
188,623
-812
-0.4% -$46.7K 6.41% 5
2023
Q2 		$10.9M Sell
189,435
-1,277
-0.7% -$73.7K 7.38% 3
2023
Q1 		$10.9M Sell
190,712
-3,280
-2% -$185K 7.83% 3
2022
Q4 		$10.3M Buy
193,992
+16,121
+9% +$821K 8.19% 3
2022
Q3 		$8.11M Buy
177,871
+12,671
+8% +$645K 7.74% 3
2022
Q2 		$8.42M Sell
165,200
-5,077
-3% -$285K 7.7% 3
2022
Q1 		$10.3M Buy
170,277
+7,615
+5% +$465K 8.55% 2
2021
Q4 		$9.93M Buy
+162,662
New +$10.3M 8.09% 2

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

Henrickson Nauta Wealth Advisors's AVDE Position: Q2 2026 in Review

Henrickson Nauta Wealth Advisors reduced its Avantis International Equity ETF (AVDE) stake by 1.4% in Q2 2026, selling an estimated $300K and leaving 231,296 shares worth $20.6M. The position accounts for 5.03% of the portfolio, ranked #6.

Henrickson Nauta Wealth Advisors first reported a position in AVDE in Q4 2021 and has held it in 19 quarters since. The position peaked at $39.3M in Q4 2025. 724 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

  • Henrickson Nauta Wealth Advisors held 231,296 shares of Avantis International Equity ETF worth $20.6M as of Q2 2026.
  • Henrickson Nauta Wealth Advisors sold 3,349 Avantis International Equity ETF shares in Q2 2026, an estimated $300K.
  • Avantis International Equity ETF made up 5.03% of Henrickson Nauta Wealth Advisors's portfolio in Q2 2026, its #6 holding.
  • Henrickson Nauta Wealth Advisors first reported a position in Avantis International Equity ETF in Q4 2021 and has held it in 19 quarters since.
  • Henrickson Nauta Wealth Advisors's Avantis International Equity ETF position peaked at $39.3M in Q4 2025.
  • 724 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on Henrickson Nauta Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.