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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
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

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

MASECO Private Wealth's AVDE Position: Q1 2026 in Review

MASECO Private Wealth opened a new position in Avantis International Equity ETF (AVDE) in Q1 2026: 1,957,771 shares worth $166M. The stake represents 5.21% of the portfolio and ranks #5 among its holdings. This is a return to the name: MASECO Private Wealth previously reported a position in AVDE as recently as Q2 2025.

MASECO Private Wealth first reported a position in AVDE in Q2 2025 and has held it in 2 quarters since. 671 funds tracked by Wall St. Rank hold AVDE as of Q1 2026.

  • MASECO Private Wealth held 1,957,771 shares of Avantis International Equity ETF worth $166M as of Q1 2026.
  • Avantis International Equity ETF was a new MASECO Private Wealth position in Q1 2026.
  • Avantis International Equity ETF made up 5.21% of MASECO Private Wealth's portfolio in Q1 2026, its #5 holding.
  • MASECO Private Wealth first reported a position in Avantis International Equity ETF in Q2 2025 and has held it in 2 quarters since.
  • 671 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q1 2026.

Based on MASECO Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.