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Legacy Investment Solutions’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$12.5K Buy
+158
New +$11.7K 0.01% 285

Other funds holding AVDV

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

Legacy Investment Solutions's AVDV Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Avantis International Small Cap Value ETF (AVDV) in Q2 2025: 158 shares worth $12.5K. The stake represents 0.01% of the portfolio and ranks #285 among its holdings.

475 funds tracked by Wall St. Rank hold AVDV as of Q2 2025.

  • Legacy Investment Solutions held 158 shares of Avantis International Small Cap Value ETF worth $12.5K as of Q2 2025.
  • Avantis International Small Cap Value ETF was a new Legacy Investment Solutions position in Q2 2025.
  • Avantis International Small Cap Value ETF made up 0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #285 holding.
  • 475 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.