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Morton Brown Family Wealth’s Avantis International Equity ETF AVDE Stock Holding History

Morton Brown Family Wealth’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
2025
Q3 		– Sell
-1
Closed -$74 – 270
2025
Q2 		$74 Hold
1
– – ﹤0.01% 310
2025
Q1 		$66 Buy
+1
New +$65 ﹤0.01% 313

Other funds holding AVDE

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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 $374B AUM 17.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morton Brown Family Wealth's AVDE Position: Q3 2025 in Review

Morton Brown Family Wealth sold out of Avantis International Equity ETF (AVDE) in Q3 2025, closing a stake of 1 share — an estimated $74 sold.

Morton Brown Family Wealth first reported a position in AVDE in Q1 2025 and held it in 2 quarters. The position peaked at $74 in Q2 2025. 513 funds tracked by Wall St. Rank hold AVDE as of Q3 2025.

  • Morton Brown Family Wealth reported no remaining Avantis International Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Morton Brown Family Wealth sold 1 Avantis International Equity ETF share in Q3 2025, an estimated $74.
  • Morton Brown Family Wealth first reported a position in Avantis International Equity ETF in Q1 2025 and held it in 2 quarters.
  • Morton Brown Family Wealth's Avantis International Equity ETF position peaked at $74 in Q2 2025.
  • 513 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q3 2025.

Based on Morton Brown Family Wealth's 13F filing for Q3 2025, filed 21 Oct 2025.