MASECO Private Wealth’s Avantis International Equity ETF AVDE Stock Holding History

MASECO Private Wealth’s Portfolio AVDE Stock Details AVDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$189M	Buy	2,093,625 +85,258	+4%	+$7.84M	5.16%	5
2026 Q2	$179M	Buy	2,008,367 +50,596	+3%	+$4.54M	5.04%	5
2026 Q1	$166M	Buy	+1,957,771	New	+$170M	5.21%	5
2025 Q3	–	Sell	-1,745,849	Closed	-$129M	–	288
2025 Q2	$129M	Buy	+1,745,849	New	+$122M	4.91%	5

Other funds holding AVDE

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

MASECO Private Wealth's AVDE Position: Q3 2026 in Review

MASECO Private Wealth increased its Avantis International Equity ETF (AVDE) stake by 4.2% in Q3 2026, buying an estimated $7.84M and bringing the position to 2,093,625 shares worth $189M. The position accounts for 5.16% of the portfolio, ranked #5.

MASECO Private Wealth first reported a position in AVDE in Q2 2025 and has held it in 4 quarters since. 363 funds tracked by Wall St. Rank hold AVDE as of Q3 2026.

MASECO Private Wealth held 2,093,625 shares of Avantis International Equity ETF worth $189M as of Q3 2026.
MASECO Private Wealth bought 85,258 Avantis International Equity ETF shares in Q3 2026, an estimated $7.84M.
Avantis International Equity ETF made up 5.16% of MASECO Private Wealth's portfolio in Q3 2026, its #5 holding.
MASECO Private Wealth first reported a position in Avantis International Equity ETF in Q2 2025 and has held it in 4 quarters since.
363 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q3 2026.

Based on MASECO Private Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.