LWM
AVDV icon

Lodestone Wealth Management’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Lodestone Wealth Management’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 		$347K Sell
3,368
-1,087
-24% -$116K 0.12% 140
2026
Q1 		$445K Buy
4,455
+4,396
+7,451% +$449K 0.18% 114
2025
Q4 		$5.53K Buy
+59
New +$5.35K ﹤0.01% 573

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

Lodestone Wealth Management's AVDV Position: Q2 2026 in Review

Lodestone Wealth Management reduced its Avantis International Small Cap Value ETF (AVDV) stake by 24% in Q2 2026, selling an estimated $116K and leaving 3,368 shares worth $347K. The position accounts for 0.12% of the portfolio, ranked #140.

Lodestone Wealth Management first reported a position in AVDV in Q4 2025 and has held it in 3 quarters since. The position peaked at $445K in Q1 2026. 707 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

  • Lodestone Wealth Management held 3,368 shares of Avantis International Small Cap Value ETF worth $347K as of Q2 2026.
  • Lodestone Wealth Management sold 1,087 Avantis International Small Cap Value ETF shares in Q2 2026, an estimated $116K.
  • Avantis International Small Cap Value ETF made up 0.12% of Lodestone Wealth Management's portfolio in Q2 2026, its #140 holding.
  • Lodestone Wealth Management first reported a position in Avantis International Small Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's Avantis International Small Cap Value ETF position peaked at $445K in Q1 2026.
  • 707 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.