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 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 Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 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

Maia Wealth's AVDV Position: Q1 2026 in Review

Maia Wealth increased its Avantis International Small Cap Value ETF (AVDV) stake by 0.44% in Q1 2026, buying an estimated $6.12K and bringing the position to 13,601 shares worth $1.36M. The position accounts for 0.23% of the portfolio, ranked #120.

Maia Wealth first reported a position in AVDV in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.45M in Q4 2025. 655 funds tracked by Wall St. Rank hold AVDV as of Q1 2026.

Maia Wealth held 13,601 shares of Avantis International Small Cap Value ETF worth $1.36M as of Q1 2026.
Maia Wealth bought 60 Avantis International Small Cap Value ETF shares in Q1 2026, an estimated $6.12K.
Avantis International Small Cap Value ETF made up 0.23% of Maia Wealth's portfolio in Q1 2026, its #120 holding.
Maia Wealth first reported a position in Avantis International Small Cap Value ETF in Q3 2024 and has held it in 6 quarters since.
Maia Wealth's Avantis International Small Cap Value ETF position peaked at $1.45M in Q4 2025.
655 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q1 2026.

Based on Maia Wealth's 13F filing for Q1 2026, filed 8 May 2026.