NorthRock Partners’s Avantis International Equity ETF AVDE Stock Holding History

NorthRock Partners’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 Q2	–	Sell	-21	Closed	-$1.38K	–	689
2025 Q1	$1.38K	Hold	21	–	–	﹤0.01%	837
2024 Q4	$1.28K	Sell	21 -21	-50%	-$1.34K	﹤0.01%	760
2024 Q3	$2.84K	Hold	42	–	–	﹤0.01%	799
2024 Q2	$2.63K	Hold	42	–	–	﹤0.01%	783
2024 Q1	$2.65K	Sell	42 -2	-5%	-$122	﹤0.01%	780
2023 Q4	$2.63K	Buy	+44	New	+$2.49K	﹤0.01%	721

Other funds holding AVDE

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NorthRock Partners's AVDE Position: Q2 2025 in Review

NorthRock Partners sold out of Avantis International Equity ETF (AVDE) in Q2 2025, closing a stake of 21 shares — an estimated $1.38K sold.

NorthRock Partners first reported a position in AVDE in Q4 2023 and held it in 6 quarters. The position peaked at $2.84K in Q3 2024. 498 funds tracked by Wall St. Rank hold AVDE as of Q2 2025.

NorthRock Partners reported no remaining Avantis International Equity ETF position as of Q2 2025 after selling out during the quarter.
NorthRock Partners sold 21 Avantis International Equity ETF shares in Q2 2025, an estimated $1.38K.
NorthRock Partners first reported a position in Avantis International Equity ETF in Q4 2023 and held it in 6 quarters.
NorthRock Partners's Avantis International Equity ETF position peaked at $2.84K in Q3 2024.
498 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2025.

Based on NorthRock Partners's 13F filing for Q2 2025, filed 25 Jul 2025.