HNWA
AVDE icon

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

RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return