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Nvest Wealth Strategies’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Nvest Wealth Strategies’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 		$1.13M Buy
10,964
+344
+3% +$36.6K 0.71% 19
2026
Q1 		$1.06M Buy
10,620
+2,236
+27% +$228K 0.74% 19
2025
Q4 		$788K Buy
+8,384
New +$761K 0.58% 19

Other funds holding AVDV

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
FAM
Frontier Asset Management Sheridan, Wyoming $558M AUM 22.41% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

Nvest Wealth Strategies increased its Avantis International Small Cap Value ETF (AVDV) stake by 3.2% in Q2 2026, buying an estimated $36.6K and bringing the position to 10,964 shares worth $1.13M. The position accounts for 0.71% of the portfolio, ranked #19.

Nvest Wealth Strategies first reported a position in AVDV in Q4 2025 and has held it in 3 quarters since. 484 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

  • Nvest Wealth Strategies held 10,964 shares of Avantis International Small Cap Value ETF worth $1.13M as of Q2 2026.
  • Nvest Wealth Strategies bought 344 Avantis International Small Cap Value ETF shares in Q2 2026, an estimated $36.6K.
  • Avantis International Small Cap Value ETF made up 0.71% of Nvest Wealth Strategies's portfolio in Q2 2026, its #19 holding.
  • Nvest Wealth Strategies first reported a position in Avantis International Small Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 484 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

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