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Investment Research & Advisory Group’s Avantis International Equity ETF AVDE Stock Holding History

Investment Research & Advisory Group’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 		$52.5K Hold
589
– – 0.02% 135
2026
Q1 		$50K Hold
589
– – 0.02% 127
2025
Q4 		$48.5K Buy
+589
New +$47.2K 0.02% 123

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

Investment Research & Advisory Group's AVDE Position: Q2 2026 in Review

Investment Research & Advisory Group held its Avantis International Equity ETF (AVDE) position steady in Q2 2026 at 589 shares worth $52.5K. The position accounts for 0.02% of the portfolio, ranked #135.

Investment Research & Advisory Group first reported a position in AVDE in Q4 2025 and has held it in 3 quarters since. 726 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

  • Investment Research & Advisory Group held 589 shares of Avantis International Equity ETF worth $52.5K as of Q2 2026.
  • Investment Research & Advisory Group left its Avantis International Equity ETF share count unchanged in Q2 2026.
  • Avantis International Equity ETF made up 0.02% of Investment Research & Advisory Group's portfolio in Q2 2026, its #135 holding.
  • Investment Research & Advisory Group first reported a position in Avantis International Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 726 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.