IAA
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Independent Advisor Alliance’s Avantis International Equity ETF AVDE Stock Holding History

Independent Advisor Alliance’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 		– Sell
-89,535
Closed -$7.6M – 1069
2026
Q1 		$7.6M Buy
+89,535
New +$7.78M 0.08% 223
2025
Q1 		– Sell
-23,663
Closed -$1.45M – 827
2024
Q4 		$1.45M Buy
+23,663
New +$1.51M 0.02% 610

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

Independent Advisor Alliance's AVDE Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Avantis International Equity ETF (AVDE) in Q2 2026, closing a stake of 89,535 shares — an estimated $7.6M sold.

Independent Advisor Alliance first reported a position in AVDE in Q4 2024 and held it in 2 quarters. The position peaked at $7.6M in Q1 2026. 724 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Avantis International Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 89,535 Avantis International Equity ETF shares in Q2 2026, an estimated $7.6M.
  • Independent Advisor Alliance first reported a position in Avantis International Equity ETF in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's Avantis International Equity ETF position peaked at $7.6M in Q1 2026.
  • 724 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.