MGIA
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Moneta Group Investment Advisors’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Moneta Group Investment Advisors’s Portfolio AVDV Stock Details AVDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$596K Buy
5,968
+2,034
+52% +$208K ﹤0.01% 465
2025
Q4 		$370K Buy
3,934
+674
+21% +$61.1K ﹤0.01% 578
2025
Q3 		$290K Sell
3,260
-27
-0.8% -$2.27K ﹤0.01% 633
2025
Q2 		$261K Sell
3,287
-3,149
-49% -$233K ﹤0.01% 599
2025
Q1 		$449K Sell
6,436
-48
-0.7% -$3.26K 0.01% 442
2024
Q4 		$422K Buy
6,484
+168
+3% +$11.3K 0.01% 444
2024
Q3 		$446K Hold
6,316
– – 0.01% 434
2024
Q2 		$410K Buy
6,316
+342
+6% +$22.6K 0.01% 423
2024
Q1 		$393K Sell
5,974
-584
-9% -$36.4K 0.01% 424
2023
Q4 		$410K Buy
+6,558
New +$382K 0.01% 369

Other funds holding AVDV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return