IAG Wealth Partners’s Avantis International Equity ETF AVDE Stock Holding History

IAG Wealth Partners’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	$26.4M	Buy	296,039 +40,297	+16%	+$3.61M	2.61%	13
2026 Q1	$21.7M	Buy	255,742 +44,592	+21%	+$3.87M	2.42%	14
2025 Q4	$17.4M	Buy	211,150 +8,692	+4%	+$697K	2.01%	18
2025 Q3	$16M	Buy	202,458 +5,287	+3%	+$403K	1.92%	18
2025 Q2	$14.6M	Sell	197,171 -20,605	-9%	-$1.44M	1.93%	19
2025 Q1	$14.4M	Buy	217,776 +25,808	+13%	+$1.68M	2.24%	16
2024 Q4	$11.8M	Buy	191,968 +15,446	+9%	+$988K	2.08%	18
2024 Q3	$11.8M	Buy	176,522 +14,414	+9%	+$926K	2.19%	16
2024 Q2	$10.1M	Buy	162,108 +24,218	+18%	+$1.54M	2.03%	16
2024 Q1	$8.79M	Buy	137,890 +22,000	+19%	+$1.34M	1.89%	16
2023 Q4	$7M	Buy	115,890 +67,928	+142%	+$3.85M	1.6%	18
2023 Q3	$2.67M	Buy	47,962 +27,797	+138%	+$1.6M	0.74%	26
2023 Q2	$1.16M	Buy	+20,165	New	+$1.16M	0.31%	41

Other funds holding AVDE

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

IAG Wealth Partners's AVDE Position: Q2 2026 in Review

IAG Wealth Partners increased its Avantis International Equity ETF (AVDE) stake by 16% in Q2 2026, buying an estimated $3.61M and bringing the position to 296,039 shares worth $26.4M. The position accounts for 2.61% of the portfolio, ranked #13.

IAG Wealth Partners first reported a position in AVDE in Q2 2023 and has held it in 13 quarters since. 726 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

IAG Wealth Partners held 296,039 shares of Avantis International Equity ETF worth $26.4M as of Q2 2026.
IAG Wealth Partners bought 40,297 Avantis International Equity ETF shares in Q2 2026, an estimated $3.61M.
Avantis International Equity ETF made up 2.61% of IAG Wealth Partners's portfolio in Q2 2026, its #13 holding.
IAG Wealth Partners first reported a position in Avantis International Equity ETF in Q2 2023 and has held it in 13 quarters since.
726 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.