Hill Island Financial’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Hill Island Financial’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	$7.43M	Buy	72,144 +2,997	+4%	+$319K	1.59%	13
2026 Q1	$6.91M	Sell	69,147 -3,872	-5%	-$395K	1.68%	12
2025 Q4	$6.86M	Buy	73,019 +4,210	+6%	+$382K	1.64%	13
2025 Q3	$6.13M	Buy	68,809 +7,922	+13%	+$666K	1.53%	14
2025 Q2	$4.83M	Buy	+60,887	New	+$4.5M	1.35%	15

Other funds holding AVDV

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return

HTC

Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return

Hill Island Financial's AVDV Position: Q2 2026 in Review

Hill Island Financial increased its Avantis International Small Cap Value ETF (AVDV) stake by 4.3% in Q2 2026, buying an estimated $319K and bringing the position to 72,144 shares worth $7.43M. The position accounts for 1.59% of the portfolio, ranked #13.

Hill Island Financial first reported a position in AVDV in Q2 2025 and has held it in 5 quarters since. 713 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

Hill Island Financial held 72,144 shares of Avantis International Small Cap Value ETF worth $7.43M as of Q2 2026.
Hill Island Financial bought 2,997 Avantis International Small Cap Value ETF shares in Q2 2026, an estimated $319K.
Avantis International Small Cap Value ETF made up 1.59% of Hill Island Financial's portfolio in Q2 2026, its #13 holding.
Hill Island Financial first reported a position in Avantis International Small Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
713 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on Hill Island Financial's 13F filing for Q2 2026, filed 11 Aug 2026.