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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
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

IAG Wealth Partners's AVDE Position: Q1 2026 in Review

IAG Wealth Partners increased its Avantis International Equity ETF (AVDE) stake by 21% in Q1 2026, buying an estimated $3.87M and bringing the position to 255,742 shares worth $21.7M. The position accounts for 2.42% of the portfolio, ranked #14.

IAG Wealth Partners first reported a position in AVDE in Q2 2023 and has held it in 12 quarters since. 672 funds tracked by Wall St. Rank hold AVDE as of Q1 2026.

  • IAG Wealth Partners held 255,742 shares of Avantis International Equity ETF worth $21.7M as of Q1 2026.
  • IAG Wealth Partners bought 44,592 Avantis International Equity ETF shares in Q1 2026, an estimated $3.87M.
  • Avantis International Equity ETF made up 2.42% of IAG Wealth Partners's portfolio in Q1 2026, its #14 holding.
  • IAG Wealth Partners first reported a position in Avantis International Equity ETF in Q2 2023 and has held it in 12 quarters since.
  • 672 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.