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

Mission 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
2026 Q2	$459M	Buy	5,149,175 +1,741,563	+51%	+$156M	5.61%	3
2026 Q1	$289M	Buy	3,407,612 +1,952,383	+134%	+$170M	5.94%	4
2025 Q4	$120M	Buy	+1,455,229	New	+$117M	2.39%	8

Other funds holding AVDE

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Mission Wealth Management's AVDE Position: Q2 2026 in Review

Mission Wealth Management increased its Avantis International Equity ETF (AVDE) stake by 51% in Q2 2026, buying an estimated $156M and bringing the position to 5,149,175 shares worth $459M. The position accounts for 5.61% of the portfolio, ranked #3.

Mission Wealth Management first reported a position in AVDE in Q4 2025 and has held it in 3 quarters since. 724 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

Mission Wealth Management held 5,149,175 shares of Avantis International Equity ETF worth $459M as of Q2 2026.
Mission Wealth Management bought 1,741,563 Avantis International Equity ETF shares in Q2 2026, an estimated $156M.
Avantis International Equity ETF made up 5.61% of Mission Wealth Management's portfolio in Q2 2026, its #3 holding.
Mission Wealth Management first reported a position in Avantis International Equity ETF in Q4 2025 and has held it in 3 quarters since.
724 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.