MFG
AVDE icon

Merit Financial Group’s Avantis International Equity ETF AVDE Stock Holding History

Merit Financial Group’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 		$2.37M Buy
26,597
+3,370
+15% +$302K 0.01% 681
2026
Q1 		$1.97M Buy
23,227
+3,965
+21% +$345K 0.01% 690
2025
Q4 		$1.59M Buy
19,262
+7,089
+58% +$569K 0.01% 731
2025
Q3 		$960K Buy
12,173
+5,671
+87% +$432K 0.01% 880
2025
Q2 		$481K Buy
+6,502
New +$455K 0.01% 1126

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

Merit Financial Group's AVDE Position: Q2 2026 in Review

Merit Financial Group increased its Avantis International Equity ETF (AVDE) stake by 15% in Q2 2026, buying an estimated $302K and bringing the position to 26,597 shares worth $2.37M. The position accounts for 0.01% of the portfolio, ranked #681.

Merit Financial Group first reported a position in AVDE in Q2 2025 and has held it in 5 quarters since. 724 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

  • Merit Financial Group held 26,597 shares of Avantis International Equity ETF worth $2.37M as of Q2 2026.
  • Merit Financial Group bought 3,370 Avantis International Equity ETF shares in Q2 2026, an estimated $302K.
  • Avantis International Equity ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #681 holding.
  • Merit Financial Group first reported a position in Avantis International Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • 724 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.