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Monetary Solutions’s Avantis International Equity ETF AVDE Stock Holding History

Monetary Solutions’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 		$92.3K Hold
1,035
– – 0.08% 90
2026
Q1 		$87.8K Buy
1,035
+240
+30% +$20.9K 0.08% 90
2025
Q4 		$65.4K Buy
+795
New +$63.8K 0.06% 101

Other funds holding AVDE

American Century Companies
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Monetary Solutions's AVDE Position: Q2 2026 in Review

Monetary Solutions held its Avantis International Equity ETF (AVDE) position steady in Q2 2026 at 1,035 shares worth $92.3K. The position accounts for 0.08% of the portfolio, ranked #90.

Monetary Solutions first reported a position in AVDE in Q4 2025 and has held it in 3 quarters since. 618 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

  • Monetary Solutions held 1,035 shares of Avantis International Equity ETF worth $92.3K as of Q2 2026.
  • Monetary Solutions left its Avantis International Equity ETF share count unchanged in Q2 2026.
  • Avantis International Equity ETF made up 0.08% of Monetary Solutions's portfolio in Q2 2026, its #90 holding.
  • Monetary Solutions first reported a position in Avantis International Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 618 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on Monetary Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.