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Meredith Wealth Planning’s Avantis International Equity ETF AVDE Stock Holding History

Meredith Wealth Planning’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
Q2 		$5.77M Sell
64,643
-254
-0.4% -$22.8K 1.36% 13
2026
Q1 		$5.51M Buy
64,897
+25,138
+63% +$2.18M 1.49% 13
2025
Q4 		$3.27M Sell
39,759
-1,154
-3% -$92.6K 0.97% 17
2025
Q3 		$3.23M Buy
40,913
+4,509
+12% +$343K 1.02% 15
2025
Q2 		$2.69M Buy
36,404
+5,151
+16% +$360K 0.98% 15
2025
Q1 		$2.07M Buy
31,253
+1,476
+5% +$96K 0.91% 19
2024
Q4 		$1.83M Buy
29,777
+513
+2% +$32.8K 0.81% 20
2024
Q3 		$1.96M Buy
29,264
+284
+1% +$18.3K 0.94% 18
2024
Q2 		$1.8M Buy
28,980
+1,771
+7% +$112K 0.95% 16
2024
Q1 		$1.73M Buy
27,209
+770
+3% +$46.8K 0.97% 14
2023
Q4 		$1.6M Buy
26,439
+2,072
+9% +$117K 0.99% 14
2023
Q3 		$1.36M Buy
24,367
+3,182
+15% +$183K 1.01% 14
2023
Q2 		$1.22M Buy
21,185
+10,526
+99% +$608K 0.99% 13
2023
Q1 		$608K Buy
10,659
+5,839
+121% +$329K 0.49% 23
2022
Q4 		$256K Buy
+4,820
New +$246K 0.22% 42

Other funds holding AVDE

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Meredith Wealth Planning's AVDE Position: Q2 2026 in Review

Meredith Wealth Planning reduced its Avantis International Equity ETF (AVDE) stake by 0.39% in Q2 2026, selling an estimated $22.8K and leaving 64,643 shares worth $5.77M. The position accounts for 1.36% of the portfolio, ranked #13.

Meredith Wealth Planning first reported a position in AVDE in Q4 2022 and has held it in 15 quarters since. 724 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

  • Meredith Wealth Planning held 64,643 shares of Avantis International Equity ETF worth $5.77M as of Q2 2026.
  • Meredith Wealth Planning sold 254 Avantis International Equity ETF shares in Q2 2026, an estimated $22.8K.
  • Avantis International Equity ETF made up 1.36% of Meredith Wealth Planning's portfolio in Q2 2026, its #13 holding.
  • Meredith Wealth Planning first reported a position in Avantis International Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • 724 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on Meredith Wealth Planning's 13F filing for Q2 2026, filed 24 Jul 2026.