MPWM Advisory Solutions’s Avantis International Small Cap Value ETF AVDV Stock Holding History

MPWM Advisory Solutions’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	$2.82K	Hold	27	–	–	﹤0.01%	463
2026 Q1	$2.7K	Hold	27	–	–	﹤0.01%	457
2025 Q4	$2.54K	Hold	27	–	–	﹤0.01%	439
2025 Q3	$2.37K	Hold	27	–	–	﹤0.01%	411
2025 Q2	$2.11K	Buy	27 +1	+4%	+$74	﹤0.01%	436
2025 Q1	$1.82K	Hold	26	–	–	﹤0.01%	468
2024 Q4	$1.7K	Buy	+26	New	+$1.75K	﹤0.01%	489

Other funds holding AVDV

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

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

MPWM Advisory Solutions's AVDV Position: Q2 2026 in Review

MPWM Advisory Solutions held its Avantis International Small Cap Value ETF (AVDV) position steady in Q2 2026 at 27 shares worth $2.82K. The position accounts for ﹤0.01% of the portfolio, ranked #463.

MPWM Advisory Solutions first reported a position in AVDV in Q4 2024 and has held it in 7 quarters since. 710 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

MPWM Advisory Solutions held 27 shares of Avantis International Small Cap Value ETF worth $2.82K as of Q2 2026.
MPWM Advisory Solutions left its Avantis International Small Cap Value ETF share count unchanged in Q2 2026.
Avantis International Small Cap Value ETF made up ﹤0.01% of MPWM Advisory Solutions's portfolio in Q2 2026, its #463 holding.
MPWM Advisory Solutions first reported a position in Avantis International Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
710 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.