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Nvest Wealth Strategies’s Avantis International Small Cap Equity ETF AVDS Stock Holding History

Nvest Wealth Strategies’s Portfolio AVDS Stock Details AVDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.46M Buy
59,263
+3,147
+6% +$242K 2.79% 12
2026
Q1 		$4.03M Buy
+56,116
New +$4.18M 2.82% 12

Other funds holding AVDS

TNA
True North Advisors Dallas, Texas $1.05B AUM 22.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CWP
Cornerstone Wealth Partners Okemos, Michigan $215M AUM
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
HWA
Heritage Wealth Architects Mendota Heights, Minnesota $251M AUM 18.04% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
LG
LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return

Nvest Wealth Strategies's AVDS Position: Q2 2026 in Review

Nvest Wealth Strategies increased its Avantis International Small Cap Equity ETF (AVDS) stake by 5.6% in Q2 2026, buying an estimated $242K and bringing the position to 59,263 shares worth $4.46M. The position accounts for 2.79% of the portfolio, ranked #12.

Nvest Wealth Strategies first reported a position in AVDS in Q1 2026 and has held it in 2 quarters since. 43 funds tracked by Wall St. Rank hold AVDS as of Q2 2026.

  • Nvest Wealth Strategies held 59,263 shares of Avantis International Small Cap Equity ETF worth $4.46M as of Q2 2026.
  • Nvest Wealth Strategies bought 3,147 Avantis International Small Cap Equity ETF shares in Q2 2026, an estimated $242K.
  • Avantis International Small Cap Equity ETF made up 2.79% of Nvest Wealth Strategies's portfolio in Q2 2026, its #12 holding.
  • Nvest Wealth Strategies first reported a position in Avantis International Small Cap Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 43 funds tracked by Wall St. Rank held Avantis International Small Cap Equity ETF as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.