Holcombe Financial’s Avantis International Equity ETF AVDE Stock Holding History

Holcombe Financial’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	$7.7M	Sell	86,377 -262	-0.3%	-$23.5K	4.35%	8
2026 Q1	$7.35M	Buy	86,639 +9,996	+13%	+$869K	4.32%	8
2025 Q4	$6.31M	Sell	76,643 -7,486	-9%	-$600K	3.96%	8
2025 Q3	$6.64M	Buy	84,129 +1,600	+2%	+$122K	4.63%	7
2025 Q2	$6.11M	Sell	82,529 -5,311	-6%	-$371K	4.6%	7
2025 Q1	$5.82M	Sell	87,840 -2,465	-3%	-$160K	4.83%	8
2024 Q4	$5.54M	Buy	+90,305	New	+$5.78M	4.56%	8

Other funds holding AVDE

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Holcombe Financial's AVDE Position: Q2 2026 in Review

Holcombe Financial reduced its Avantis International Equity ETF (AVDE) stake by 0.3% in Q2 2026, selling an estimated $23.5K and leaving 86,377 shares worth $7.7M. The position accounts for 4.35% of the portfolio, ranked #8.

Holcombe Financial first reported a position in AVDE in Q4 2024 and has held it in 7 quarters since. 454 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

Holcombe Financial held 86,377 shares of Avantis International Equity ETF worth $7.7M as of Q2 2026.
Holcombe Financial sold 262 Avantis International Equity ETF shares in Q2 2026, an estimated $23.5K.
Avantis International Equity ETF made up 4.35% of Holcombe Financial's portfolio in Q2 2026, its #8 holding.
Holcombe Financial first reported a position in Avantis International Equity ETF in Q4 2024 and has held it in 7 quarters since.
454 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on Holcombe Financial's 13F filing for Q2 2026, filed 13 Jul 2026.