JSW
AVDE icon

Journey Strategic Wealth’s Avantis International Equity ETF AVDE Stock Holding History

Journey Strategic Wealth’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 		$29.7M Buy
349,944
+96,299
+38% +$8.37M 0.74% 11
2025
Q4 		$20.9M Sell
253,645
-322,203
-56% -$25.8M 0.55% 17
2025
Q3 		$45.4M Buy
575,848
+131,406
+30% +$10M 1.28% 7
2025
Q2 		$32.9M Buy
444,442
+218,829
+97% +$15.3M 1.07% 6
2025
Q1 		$15M Buy
+225,613
New +$14.7M 0.52% 12

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

Journey Strategic Wealth's AVDE Position: Q1 2026 in Review

Journey Strategic Wealth increased its Avantis International Equity ETF (AVDE) stake by 38% in Q1 2026, buying an estimated $8.37M and bringing the position to 349,944 shares worth $29.7M. The position accounts for 0.74% of the portfolio, ranked #11.

Journey Strategic Wealth first reported a position in AVDE in Q1 2025 and has held it in 5 quarters since. The position peaked at $45.4M in Q3 2025. 673 funds tracked by Wall St. Rank hold AVDE as of Q1 2026.

  • Journey Strategic Wealth held 349,944 shares of Avantis International Equity ETF worth $29.7M as of Q1 2026.
  • Journey Strategic Wealth bought 96,299 Avantis International Equity ETF shares in Q1 2026, an estimated $8.37M.
  • Avantis International Equity ETF made up 0.74% of Journey Strategic Wealth's portfolio in Q1 2026, its #11 holding.
  • Journey Strategic Wealth first reported a position in Avantis International Equity ETF in Q1 2025 and has held it in 5 quarters since.
  • Journey Strategic Wealth's Avantis International Equity ETF position peaked at $45.4M in Q3 2025.
  • 673 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.