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

Maia Wealth’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 		$1.58M Buy
15,293
+1,692
+12% +$180K 0.23% 118
2026
Q1 		$1.36M Buy
13,601
+60
+0.4% +$6.12K 0.23% 120
2025
Q4 		$1.45M Buy
13,541
+1,133
+9% +$103K 0.25% 113
2025
Q3 		$1.11M Buy
12,408
+3,882
+46% +$326K 0.19% 134
2025
Q2 		$676K Buy
+8,526
New +$631K 0.13% 166
2025
Q1 		– Sell
-5,316
Closed -$352K – 298
2024
Q4 		$352K Buy
5,316
+1,251
+31% +$84.3K 0.08% 203
2024
Q3 		$275K Buy
+4,065
New +$273K 0.07% 205

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

Maia Wealth's AVDV Position: Q2 2026 in Review

Maia Wealth increased its Avantis International Small Cap Value ETF (AVDV) stake by 12% in Q2 2026, buying an estimated $180K and bringing the position to 15,293 shares worth $1.58M. The position accounts for 0.23% of the portfolio, ranked #118.

Maia Wealth first reported a position in AVDV in Q3 2024 and has held it in 7 quarters since. 711 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

  • Maia Wealth held 15,293 shares of Avantis International Small Cap Value ETF worth $1.58M as of Q2 2026.
  • Maia Wealth bought 1,692 Avantis International Small Cap Value ETF shares in Q2 2026, an estimated $180K.
  • Avantis International Small Cap Value ETF made up 0.23% of Maia Wealth's portfolio in Q2 2026, its #118 holding.
  • Maia Wealth first reported a position in Avantis International Small Cap Value ETF in Q3 2024 and has held it in 7 quarters since.
  • 711 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.