Kelman-Lazarov Inc’s Avantis International Equity ETF AVDE Stock Holding History

Kelman-Lazarov Inc’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	$31.4M	Sell	352,258 -2,173	-0.6%	-$195K	4.12%	6
2026 Q1	$30.1M	Buy	354,431 +28,074	+9%	+$2.44M	4.31%	6
2025 Q4	$26.9M	Buy	326,357 +244,826	+300%	+$19.6M	3.84%	8
2025 Q3	$6.43M	Buy	81,531 +9,346	+13%	+$712K	0.95%	23
2025 Q2	$5.34M	Sell	72,185 -1,629	-2%	-$114K	0.87%	22
2025 Q1	$4.89M	Sell	73,814 -265	-0.4%	-$17.2K	0.89%	23
2024 Q4	$4.55M	Buy	74,079 +790	+1%	+$50.6K	0.82%	23
2024 Q3	$4.91M	Buy	73,289 +1,372	+2%	+$88.2K	0.85%	22
2024 Q2	$4.48M	Buy	71,917 +197	+0.3%	+$12.5K	0.84%	23
2024 Q1	$4.57M	Buy	71,720 +703	+1%	+$42.8K	0.89%	22
2023 Q4	$4.29M	Buy	71,017 +9,022	+15%	+$511K	0.93%	22
2023 Q3	$3.45M	Sell	61,995 -3,378	-5%	-$194K	0.82%	21
2023 Q2	$3.75M	Buy	65,373 +1,681	+3%	+$97.1K	0.9%	19
2023 Q1	$3.63M	Buy	63,692 +5,195	+9%	+$293K	0.94%	19
2022 Q4	$3.11M	Buy	+58,497	New	+$2.98M	0.88%	19

Other funds holding AVDE

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Kelman-Lazarov Inc's AVDE Position: Q2 2026 in Review

Kelman-Lazarov Inc reduced its Avantis International Equity ETF (AVDE) stake by 0.61% in Q2 2026, selling an estimated $195K and leaving 352,258 shares worth $31.4M. The position accounts for 4.12% of the portfolio, ranked #6.

Kelman-Lazarov Inc first reported a position in AVDE in Q4 2022 and has held it in 15 quarters since. 726 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

Kelman-Lazarov Inc held 352,258 shares of Avantis International Equity ETF worth $31.4M as of Q2 2026.
Kelman-Lazarov Inc sold 2,173 Avantis International Equity ETF shares in Q2 2026, an estimated $195K.
Avantis International Equity ETF made up 4.12% of Kelman-Lazarov Inc's portfolio in Q2 2026, its #6 holding.
Kelman-Lazarov Inc first reported a position in Avantis International Equity ETF in Q4 2022 and has held it in 15 quarters since.
726 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2026, filed 10 Aug 2026.