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Kingdom Financial Group’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Kingdom Financial Group’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 		$24.1K Sell
233
-48
-17% -$5.11K 0.01% 357
2026
Q1 		$28.1K Buy
281
+51
+22% +$5.2K 0.01% 341
2025
Q4 		$21.6K Buy
+230
New +$20.9K 0.01% 342

Other funds holding AVDV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
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
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
Envestnet Asset Management
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

Kingdom Financial Group's AVDV Position: Q2 2026 in Review

Kingdom Financial Group reduced its Avantis International Small Cap Value ETF (AVDV) stake by 17% in Q2 2026, selling an estimated $5.11K and leaving 233 shares worth $24.1K. The position accounts for 0.01% of the portfolio, ranked #357.

Kingdom Financial Group first reported a position in AVDV in Q4 2025 and has held it in 3 quarters since. The position peaked at $28.1K in Q1 2026. 710 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

  • Kingdom Financial Group held 233 shares of Avantis International Small Cap Value ETF worth $24.1K as of Q2 2026.
  • Kingdom Financial Group sold 48 Avantis International Small Cap Value ETF shares in Q2 2026, an estimated $5.11K.
  • Avantis International Small Cap Value ETF made up 0.01% of Kingdom Financial Group's portfolio in Q2 2026, its #357 holding.
  • Kingdom Financial Group first reported a position in Avantis International Small Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Kingdom Financial Group's Avantis International Small Cap Value ETF position peaked at $28.1K in Q1 2026.
  • 710 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on Kingdom Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.