IWM
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IHT Wealth Management’s Avantis International Equity ETF AVDE Stock Holding History

IHT Wealth Management’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 		$6.45M Buy
72,279
+7,193
+11% +$645K 0.14% 157
2026
Q1 		$5.52M Buy
65,086
+14,127
+28% +$1.23M 0.13% 170
2025
Q4 		$4.19M Buy
50,959
+6,923
+16% +$555K 0.1% 202
2025
Q3 		$3.47M Buy
44,036
+7,037
+19% +$536K 0.09% 225
2025
Q2 		$2.74M Sell
36,999
-6,254
-14% -$437K 0.08% 254
2025
Q1 		$2.87M Buy
43,253
+16,553
+62% +$1.08M 0.09% 213
2024
Q4 		$1.64M Buy
26,700
+1,903
+8% +$122K 0.05% 316
2024
Q3 		$1.66M Buy
24,797
+6,434
+35% +$414K 0.05% 368
2024
Q2 		$1.14M Buy
18,363
+1,022
+6% +$64.9K 0.04% 388
2024
Q1 		$1.11M Buy
17,341
+2,063
+14% +$126K 0.04% 388
2023
Q4 		$923K Sell
15,278
-338
-2% -$19.1K 0.04% 410
2023
Q3 		$869K Buy
15,616
+1,263
+9% +$72.6K 0.04% 387
2023
Q2 		$824K Buy
14,353
+9,784
+214% +$565K 0.04% 386
2023
Q1 		$261K Buy
+4,569
New +$257K 0.01% 746
2022
Q3 		– Sell
-5,984
Closed -$305K – 871
2022
Q2 		$305K Buy
5,984
+2,122
+55% +$119K 0.03% 524
2022
Q1 		$233K Hold
3,862
– – 0.02% 659
2021
Q4 		$245K Sell
3,862
-538
-12% -$34.2K 0.02% 684
2021
Q3 		$275K Sell
4,400
-700
-14% -$44.7K 0.02% 622
2021
Q2 		$322K Buy
+5,100
New +$324K 0.02% 683

Other funds holding AVDE

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

IHT Wealth Management's AVDE Position: Q2 2026 in Review

IHT Wealth Management increased its Avantis International Equity ETF (AVDE) stake by 11% in Q2 2026, buying an estimated $645K and bringing the position to 72,279 shares worth $6.45M. The position accounts for 0.14% of the portfolio, ranked #157.

IHT Wealth Management first reported a position in AVDE in Q2 2021 and has held it in 19 quarters since. 724 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

  • IHT Wealth Management held 72,279 shares of Avantis International Equity ETF worth $6.45M as of Q2 2026.
  • IHT Wealth Management bought 7,193 Avantis International Equity ETF shares in Q2 2026, an estimated $645K.
  • Avantis International Equity ETF made up 0.14% of IHT Wealth Management's portfolio in Q2 2026, its #157 holding.
  • IHT Wealth Management first reported a position in Avantis International Equity ETF in Q2 2021 and has held it in 19 quarters since.
  • 724 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.