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

JFS 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
2026 Q2	$9.17K	Hold	89	–	–	﹤0.01%	1047
2026 Q1	$8.89K	Hold	89	–	–	﹤0.01%	997
2025 Q4	$8.36K	Hold	89	–	–	﹤0.01%	1045
2025 Q3	$7.92K	Hold	89	–	–	﹤0.01%	965
2025 Q2	$7.06K	Hold	89	–	–	﹤0.01%	972
2025 Q1	$6.21K	Hold	89	–	–	﹤0.01%	1035
2024 Q4	$5.79K	Hold	89	–	–	﹤0.01%	1068
2024 Q3	$6.29K	Hold	89	–	–	﹤0.01%	1037
2024 Q2	$5.78K	Hold	89	–	–	﹤0.01%	1006
2024 Q1	$5.86K	Buy	+89	New	+$5.55K	﹤0.01%	1043

Other funds holding AVDV

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Emprise Bank Wichita, Kansas $271M AUM 21.72% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return