Midwest Heritage Bank’s Avantis International Equity ETF AVDE Stock Holding History

Midwest Heritage Bank’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	–	Sell	-3,277	Closed	-$220K	–	55
2024 Q3	$220K	Hold	3,277	–	–	0.1%	54
2024 Q2	$204K	Sell	3,277 -9	-0.3%	-$571	0.1%	51
2024 Q1	$209K	Buy	+3,286	New	+$200K	0.11%	52
2023 Q1	–	Sell	-4,356	Closed	-$232K	–	54
2022 Q4	$232K	Sell	4,356 -220	-5%	-$11.2K	0.22%	54
2022 Q3	$209K	Buy	+4,576	New	+$233K	0.22%	58

Other funds holding AVDE

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ORL

Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Midwest Heritage Bank's AVDE Position: Q4 2024 in Review

Midwest Heritage Bank sold out of Avantis International Equity ETF (AVDE) in Q4 2024, closing a stake of 3,277 shares — an estimated $220K sold.

Midwest Heritage Bank first reported a position in AVDE in Q3 2022 and held it in 5 quarters. The position peaked at $232K in Q4 2022. 414 funds tracked by Wall St. Rank hold AVDE as of Q4 2024.

Midwest Heritage Bank reported no remaining Avantis International Equity ETF position as of Q4 2024 after selling out during the quarter.
Midwest Heritage Bank sold 3,277 Avantis International Equity ETF shares in Q4 2024, an estimated $220K.
Midwest Heritage Bank first reported a position in Avantis International Equity ETF in Q3 2022 and held it in 5 quarters.
Midwest Heritage Bank's Avantis International Equity ETF position peaked at $232K in Q4 2022.
414 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q4 2024.

Based on Midwest Heritage Bank's 13F filing for Q4 2024, filed 6 Feb 2025.