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Integrity Wealth Advisors’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Integrity Wealth Advisors’s Portfolio AVDV Stock Details AVDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3,473
Closed -$309K – 81
2025
Q3 		$309K Sell
3,473
-146
-4% -$12.3K 0.11% 60
2025
Q2 		$287K Sell
3,619
-125
-3% -$9.24K 0.2% 53
2025
Q1 		$261K Sell
3,744
-500
-12% -$34K 0.19% 50
2024
Q4 		$276K Buy
+4,244
New +$286K 0.2% 50

Other funds holding AVDV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Integrity Wealth Advisors's AVDV Position: Q4 2025 in Review

Integrity Wealth Advisors sold out of Avantis International Small Cap Value ETF (AVDV) in Q4 2025, closing a stake of 3,473 shares — an estimated $309K sold.

Integrity Wealth Advisors first reported a position in AVDV in Q4 2024 and held it in 4 quarters. The position peaked at $309K in Q3 2025. 585 funds tracked by Wall St. Rank hold AVDV as of Q4 2025.

  • Integrity Wealth Advisors reported no remaining Avantis International Small Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Integrity Wealth Advisors sold 3,473 Avantis International Small Cap Value ETF shares in Q4 2025, an estimated $309K.
  • Integrity Wealth Advisors first reported a position in Avantis International Small Cap Value ETF in Q4 2024 and held it in 4 quarters.
  • Integrity Wealth Advisors's Avantis International Small Cap Value ETF position peaked at $309K in Q3 2025.
  • 585 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q4 2025.

Based on Integrity Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.