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JFS Wealth Advisors’s Avantis International Equity ETF AVDE Stock Holding History

JFS Wealth Advisors’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
Q1 		– Sell
-1,845
Closed -$152K – 1894
2025
Q4 		$152K Buy
+1,845
New +$148K 0.01% 348
2025
Q2 		– Sell
-1,091
Closed -$72.3K – 1874
2025
Q1 		$72.3K Buy
+1,091
New +$71K ﹤0.01% 411

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
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

JFS Wealth Advisors's AVDE Position: Q1 2026 in Review

JFS Wealth Advisors sold out of Avantis International Equity ETF (AVDE) in Q1 2026, closing a stake of 1,845 shares — an estimated $152K sold.

JFS Wealth Advisors first reported a position in AVDE in Q1 2025 and held it in 2 quarters. The position peaked at $152K in Q4 2025. 674 funds tracked by Wall St. Rank hold AVDE as of Q1 2026.

  • JFS Wealth Advisors reported no remaining Avantis International Equity ETF position as of Q1 2026 after selling out during the quarter.
  • JFS Wealth Advisors sold 1,845 Avantis International Equity ETF shares in Q1 2026, an estimated $152K.
  • JFS Wealth Advisors first reported a position in Avantis International Equity ETF in Q1 2025 and held it in 2 quarters.
  • JFS Wealth Advisors's Avantis International Equity ETF position peaked at $152K in Q4 2025.
  • 674 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q1 2026.

Based on JFS Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.