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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return

HTC

Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return

JFS Wealth Advisors's AVDV Position: Q2 2026 in Review

JFS Wealth Advisors held its Avantis International Small Cap Value ETF (AVDV) position steady in Q2 2026 at 89 shares worth $9.17K. The position accounts for ﹤0.01% of the portfolio, ranked #1047.

JFS Wealth Advisors first reported a position in AVDV in Q1 2024 and has held it in 10 quarters since. 708 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

JFS Wealth Advisors held 89 shares of Avantis International Small Cap Value ETF worth $9.17K as of Q2 2026.
JFS Wealth Advisors left its Avantis International Small Cap Value ETF share count unchanged in Q2 2026.
Avantis International Small Cap Value ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1047 holding.
JFS Wealth Advisors first reported a position in Avantis International Small Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
708 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.