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Morton Brown Family Wealth’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Morton Brown Family Wealth’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 		$26.3M Buy
255,151
+13,684
+6% +$1.46M 5.96% 5
2026
Q1 		$24.1M Buy
241,467
+5,928
+3% +$605K 6.37% 5
2025
Q4 		$22.1M Sell
235,539
-1,408
-0.6% -$128K 6.03% 5
2025
Q3 		$21.1M Sell
236,947
-861
-0.4% -$72.4K 6.05% 4
2025
Q2 		$18.9M Buy
237,808
+21,564
+10% +$1.59M 5.74% 5
2025
Q1 		$15.1M Buy
216,244
+14,746
+7% +$1M 5.13% 6
2024
Q4 		$13.1M Buy
201,498
+31,692
+19% +$2.13M 4.57% 6
2024
Q3 		$12M Buy
169,806
+107,342
+172% +$7.22M 4.26% 7
2024
Q2 		$4.21M Buy
+62,464
New +$4.12M 1.66% 13

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

Morton Brown Family Wealth's AVDV Position: Q2 2026 in Review

Morton Brown Family Wealth increased its Avantis International Small Cap Value ETF (AVDV) stake by 5.7% in Q2 2026, buying an estimated $1.46M and bringing the position to 255,151 shares worth $26.3M. The position accounts for 5.96% of the portfolio, ranked #5.

Morton Brown Family Wealth first reported a position in AVDV in Q2 2024 and has held it in 9 quarters since. 710 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

  • Morton Brown Family Wealth held 255,151 shares of Avantis International Small Cap Value ETF worth $26.3M as of Q2 2026.
  • Morton Brown Family Wealth bought 13,684 Avantis International Small Cap Value ETF shares in Q2 2026, an estimated $1.46M.
  • Avantis International Small Cap Value ETF made up 5.96% of Morton Brown Family Wealth's portfolio in Q2 2026, its #5 holding.
  • Morton Brown Family Wealth first reported a position in Avantis International Small Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
  • 710 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.