Higgins & Schmidt Wealth Strategies’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Higgins & Schmidt Wealth Strategies’s Portfolio AVDV Stock Details AVDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.6M	Sell	73,757 -59	-0.1%	-$6.28K	3.14%	10
2026 Q1	$7.37M	Buy	73,816 +2,107	+3%	+$215K	3.37%	8
2025 Q4	$6.74M	Buy	71,709 +4,141	+6%	+$376K	3.19%	10
2025 Q3	$6.02M	Buy	67,568 +2,170	+3%	+$182K	3.04%	10
2025 Q2	$5.18M	Sell	65,398 -4,936	-7%	-$365K	2.87%	11
2025 Q1	$4.91M	Buy	70,334 +9,447	+16%	+$642K	2.9%	12
2024 Q4	$3.96M	Buy	+60,887	New	+$4.1M	2.47%	11

Other funds holding AVDV

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

BEW

Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Higgins & Schmidt Wealth Strategies's AVDV Position: Q2 2026 in Review

Higgins & Schmidt Wealth Strategies reduced its Avantis International Small Cap Value ETF (AVDV) stake by 0.08% in Q2 2026, selling an estimated $6.28K and leaving 73,757 shares worth $7.6M. The position accounts for 3.14% of the portfolio, ranked #10.

Higgins & Schmidt Wealth Strategies first reported a position in AVDV in Q4 2024 and has held it in 7 quarters since. 375 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

Higgins & Schmidt Wealth Strategies held 73,757 shares of Avantis International Small Cap Value ETF worth $7.6M as of Q2 2026.
Higgins & Schmidt Wealth Strategies sold 59 Avantis International Small Cap Value ETF shares in Q2 2026, an estimated $6.28K.
Avantis International Small Cap Value ETF made up 3.14% of Higgins & Schmidt Wealth Strategies's portfolio in Q2 2026, its #10 holding.
Higgins & Schmidt Wealth Strategies first reported a position in Avantis International Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
375 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on Higgins & Schmidt Wealth Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.