KMWM
AVDE icon

Keudell/Morrison Wealth Management’s Avantis International Equity ETF AVDE Stock Holding History

Keudell/Morrison Wealth Management’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
2025
Q2 		$257K Sell
3,470
-415
-11% -$29K 0.06% 188
2025
Q1 		$257K Sell
3,885
-50
-1% -$3.25K 0.06% 181
2024
Q4 		$241K Buy
+3,935
New +$252K 0.06% 181

Other funds holding AVDE

Wealth Enhancement Advisory Services
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Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Keudell/Morrison Wealth Management's AVDE Position: Q2 2025 in Review

Keudell/Morrison Wealth Management reduced its Avantis International Equity ETF (AVDE) stake by 11% in Q2 2025, selling an estimated $29K and leaving 3,470 shares worth $257K. The position accounts for 0.06% of the portfolio, ranked #188.

Keudell/Morrison Wealth Management first reported a position in AVDE in Q4 2024 and has held it in 3 quarters since. The position peaked at $257K in Q1 2025. 498 funds tracked by Wall St. Rank hold AVDE as of Q2 2025.

  • Keudell/Morrison Wealth Management held 3,470 shares of Avantis International Equity ETF worth $257K as of Q2 2025.
  • Keudell/Morrison Wealth Management sold 415 Avantis International Equity ETF shares in Q2 2025, an estimated $29K.
  • Avantis International Equity ETF made up 0.06% of Keudell/Morrison Wealth Management's portfolio in Q2 2025, its #188 holding.
  • Keudell/Morrison Wealth Management first reported a position in Avantis International Equity ETF in Q4 2024 and has held it in 3 quarters since.
  • Keudell/Morrison Wealth Management's Avantis International Equity ETF position peaked at $257K in Q1 2025.
  • 498 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2025.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.