MWM
AVDE icon

Merriman Wealth Management’s Avantis International Equity ETF AVDE Stock Holding History

Merriman Wealth Management’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
2024
Q4 		$1.37M Sell
22,297
-30,432
-58% -$1.95M 0.06% 71
2024
Q3 		$3.53M Buy
52,729
+30,668
+139% +$1.97M 0.14% 61
2024
Q2 		$1.37M Hold
22,061
– – 0.06% 82
2024
Q1 		$1.41M Buy
22,061
+1,503
+7% +$91.4K 0.06% 79
2023
Q4 		$1.24M Sell
20,558
-2,411
-10% -$137K 0.06% 85
2023
Q3 		$1.28M Sell
22,969
-666
-3% -$38.3K 0.07% 68
2023
Q2 		$1.36M Buy
23,635
+27
+0.1% +$1.56K 0.07% 86
2023
Q1 		$1.35M Buy
23,608
+8
+0% +$451 0.07% 76
2022
Q4 		$1.26M Buy
23,600
+12,740
+117% +$649K 0.06% 80
2022
Q3 		$495K Buy
10,860
+1,181
+12% +$60.1K 0.03% 101
2022
Q2 		$493K Sell
9,679
-60,572
-86% -$3.4M 0.03% 101
2022
Q1 		$4.24M Buy
70,251
+1,415
+2% +$86.3K 0.35% 36
2021
Q4 		$4.36M Sell
68,836
-852
-1% -$54.1K 0.32% 45
2021
Q3 		$4.36M Buy
69,688
+5,570
+9% +$356K 0.36% 43
2021
Q2 		$4.04M Buy
64,118
+20,600
+47% +$1.31M 0.35% 51
2021
Q1 		$2.63M Buy
43,518
+10,000
+30% +$595K 0.3% 59
2020
Q4 		$1.92M Buy
33,518
+25,000
+293% +$1.33M 0.21% 76
2020
Q3 		$420K Sell
8,518
-4,892
-36% -$241K 0.06% 114
2020
Q2 		$623K Buy
13,410
+650
+5% +$28.5K 0.1% 95
2020
Q1 		$507K Buy
+12,760
New +$622K 0.11% 85

Other funds holding AVDE

AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
WP
WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Merriman Wealth Management's AVDE Position: Q4 2024 in Review

Merriman Wealth Management reduced its Avantis International Equity ETF (AVDE) stake by 58% in Q4 2024, selling an estimated $1.95M and leaving 22,297 shares worth $1.37M. The position accounts for 0.06% of the portfolio, ranked #71.

Merriman Wealth Management first reported a position in AVDE in Q1 2020 and has held it in 20 quarters since. The position peaked at $4.36M in Q4 2021. 414 funds tracked by Wall St. Rank hold AVDE as of Q4 2024.

  • Merriman Wealth Management held 22,297 shares of Avantis International Equity ETF worth $1.37M as of Q4 2024.
  • Merriman Wealth Management sold 30,432 Avantis International Equity ETF shares in Q4 2024, an estimated $1.95M.
  • Avantis International Equity ETF made up 0.06% of Merriman Wealth Management's portfolio in Q4 2024, its #71 holding.
  • Merriman Wealth Management first reported a position in Avantis International Equity ETF in Q1 2020 and has held it in 20 quarters since.
  • Merriman Wealth Management's Avantis International Equity ETF position peaked at $4.36M in Q4 2021.
  • 414 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.