IAG Wealth Partners
AVDE icon

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
Q3 		$29.3M Buy
324,659
+28,620
+10% +$2.63M 2.75% 9
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

American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Rockwood Wealth Management
Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

IAG Wealth Partners's AVDE Position: Q3 2026 in Review

IAG Wealth Partners increased its Avantis International Equity ETF (AVDE) stake by 9.7% in Q3 2026, buying an estimated $2.63M and bringing the position to 324,659 shares worth $29.3M. The position accounts for 2.75% of the portfolio, ranked #9.

IAG Wealth Partners first reported a position in AVDE in Q2 2023 and has held it in 14 quarters since. 700 funds tracked by Wall St. Rank hold AVDE as of Q3 2026.

  • IAG Wealth Partners held 324,659 shares of Avantis International Equity ETF worth $29.3M as of Q3 2026.
  • IAG Wealth Partners bought 28,620 Avantis International Equity ETF shares in Q3 2026, an estimated $2.63M.
  • Avantis International Equity ETF made up 2.75% of IAG Wealth Partners's portfolio in Q3 2026, its #9 holding.
  • IAG Wealth Partners first reported a position in Avantis International Equity ETF in Q2 2023 and has held it in 14 quarters since.
  • 700 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q3 2026.

Based on IAG Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.