IFWM
AVDE icon

Institute for Wealth Management’s Avantis International Equity ETF AVDE Stock Holding History

Institute for 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 		$3.11K Buy
+35
New +$3.14K ﹤0.01% 1528

Other funds holding AVDE

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 New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

Institute for Wealth Management's AVDE Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Avantis International Equity ETF (AVDE) in Q2 2026: 35 shares worth $3.11K. The stake represents ﹤0.01% of the portfolio and ranks #1528 among its holdings.

528 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

  • Institute for Wealth Management held 35 shares of Avantis International Equity ETF worth $3.11K as of Q2 2026.
  • Avantis International Equity ETF was a new Institute for Wealth Management position in Q2 2026.
  • Avantis International Equity ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1528 holding.
  • 528 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.