MHR
AVDV icon

Matthew Hamilton Rosenberg’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Matthew Hamilton Rosenberg’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
2022
Q3 		– Sell
-26
Closed -$1K – 855
2022
Q2 		$1K Buy
+26
New +$1.52K ﹤0.01% 765

Other funds holding AVDV

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
WFA
Wipfli Financial Advisors Milwaukee, Wisconsin $1.42B AUM 20.63% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
BWM
Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return

Matthew Hamilton Rosenberg's AVDV Position: Q3 2022 in Review

Matthew Hamilton Rosenberg sold out of Avantis International Small Cap Value ETF (AVDV) in Q3 2022, closing a stake of 26 shares — an estimated $1K sold.

Matthew Hamilton Rosenberg first reported a position in AVDV in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 170 funds tracked by Wall St. Rank hold AVDV as of Q3 2022.

  • Matthew Hamilton Rosenberg reported no remaining Avantis International Small Cap Value ETF position as of Q3 2022 after selling out during the quarter.
  • Matthew Hamilton Rosenberg sold 26 Avantis International Small Cap Value ETF shares in Q3 2022, an estimated $1K.
  • Matthew Hamilton Rosenberg first reported a position in Avantis International Small Cap Value ETF in Q2 2022 and held it in 1 quarter.
  • Matthew Hamilton Rosenberg's Avantis International Small Cap Value ETF position peaked at $1K in Q2 2022.
  • 170 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q3 2022.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2022, filed 21 Oct 2022.