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MassMutual Private Wealth & Trust’s Avantis International Small Cap Value ETF AVDV Stock Holding History

MassMutual Private Wealth & Trust’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
2025
Q4 		– Sell
-135
Closed -$12K – 2371
2025
Q3 		$12K Buy
+135
New +$11.3K ﹤0.01% 1318
2024
Q2 		– Sell
-217
Closed -$14.3K – 2137
2024
Q1 		$14.3K Buy
+217
New +$13.5K ﹤0.01% 922
2023
Q2 		– Sell
-184
Closed -$10.8K – 1911
2023
Q1 		$10.8K Buy
+184
New +$10.7K ﹤0.01% 918

Other funds holding AVDV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Focus Partners Wealth
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
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

MassMutual Private Wealth & Trust's AVDV Position: Q4 2025 in Review

MassMutual Private Wealth & Trust sold out of Avantis International Small Cap Value ETF (AVDV) in Q4 2025, closing a stake of 135 shares — an estimated $12K sold.

MassMutual Private Wealth & Trust first reported a position in AVDV in Q1 2023 and held it in 3 quarters. The position peaked at $14.3K in Q1 2024. 585 funds tracked by Wall St. Rank hold AVDV as of Q4 2025.

  • MassMutual Private Wealth & Trust reported no remaining Avantis International Small Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 135 Avantis International Small Cap Value ETF shares in Q4 2025, an estimated $12K.
  • MassMutual Private Wealth & Trust first reported a position in Avantis International Small Cap Value ETF in Q1 2023 and held it in 3 quarters.
  • MassMutual Private Wealth & Trust's Avantis International Small Cap Value ETF position peaked at $14.3K in Q1 2024.
  • 585 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q4 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2025, filed 7 Jan 2026.