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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
Q2 		$1.15M Buy
11,127
+5,159
+86% +$549K 0.01% 370
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 $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return

Moneta Group Investment Advisors's AVDV Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its Avantis International Small Cap Value ETF (AVDV) stake by 86% in Q2 2026, buying an estimated $549K and bringing the position to 11,127 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #370.

Moneta Group Investment Advisors first reported a position in AVDV in Q4 2023 and has held it in 11 quarters since. 708 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

  • Moneta Group Investment Advisors held 11,127 shares of Avantis International Small Cap Value ETF worth $1.15M as of Q2 2026.
  • Moneta Group Investment Advisors bought 5,159 Avantis International Small Cap Value ETF shares in Q2 2026, an estimated $549K.
  • Avantis International Small Cap Value ETF made up 0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #370 holding.
  • Moneta Group Investment Advisors first reported a position in Avantis International Small Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 708 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.