Intelligent Financial Strategies’s Avantis International Equity ETF AVDE Stock Holding History

Intelligent Financial Strategies’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	$454K	Hold	5,090	–	–	0.22%	27
2026 Q1	$432K	Hold	5,090	–	–	0.23%	28
2025 Q4	$419K	Hold	5,090	–	–	0.2%	30
2025 Q3	$402K	Hold	5,090	–	–	0.2%	30
2025 Q2	$377K	Hold	5,090	–	–	0.2%	29
2025 Q1	$337K	Hold	5,090	–	–	0.18%	31
2024 Q4	$312K	Hold	5,090	–	–	0.17%	31
2024 Q3	$341K	Hold	5,090	–	–	0.19%	32
2024 Q2	$317K	Hold	5,090	–	–	0.2%	33
2024 Q1	$324K	Sell	5,090 -650	-11%	-$39.5K	0.2%	33
2023 Q4	$347K	Buy	5,740 +69	+1%	+$3.91K	0.24%	35
2023 Q3	$316K	Sell	5,671 -115	-2%	-$6.61K	0.23%	36
2023 Q2	$332K	Sell	5,786 -7	-0.1%	-$404	0.24%	37
2023 Q1	$330K	Sell	5,793 -10,383	-64%	-$585K	0.26%	35
2022 Q4	$860K	Sell	16,176 -1,765	-10%	-$89.9K	0.72%	25
2022 Q3	$818K	Sell	17,941 -5,289	-23%	-$269K	0.86%	24
2022 Q2	$1.18M	Buy	+23,230	New	+$1.3M	1.2%	20

Other funds holding AVDE

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Intelligent Financial Strategies's AVDE Position: Q2 2026 in Review

Intelligent Financial Strategies held its Avantis International Equity ETF (AVDE) position steady in Q2 2026 at 5,090 shares worth $454K. The position accounts for 0.22% of the portfolio, ranked #27.

Intelligent Financial Strategies first reported a position in AVDE in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.18M in Q2 2022. 727 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

Intelligent Financial Strategies held 5,090 shares of Avantis International Equity ETF worth $454K as of Q2 2026.
Intelligent Financial Strategies left its Avantis International Equity ETF share count unchanged in Q2 2026.
Avantis International Equity ETF made up 0.22% of Intelligent Financial Strategies's portfolio in Q2 2026, its #27 holding.
Intelligent Financial Strategies first reported a position in Avantis International Equity ETF in Q2 2022 and has held it in 17 quarters since.
Intelligent Financial Strategies's Avantis International Equity ETF position peaked at $1.18M in Q2 2022.
727 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on Intelligent Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.