Oak Wealth Advisors’s Avantis International Equity ETF AVDE Stock Holding History

Oak Wealth Advisors’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
2026 Q2	$26.6M	Buy	298,639 +2,733	+0.9%	+$245K	12.78%	2
2026 Q1	$25.1M	Sell	295,906 -4,266	-1%	-$371K	13.79%	1
2025 Q4	$24.7M	Sell	300,172 -8,671	-3%	-$695K	14.19%	1
2025 Q3	$24.4M	Buy	308,843 +12,727	+4%	+$969K	14.16%	1
2025 Q2	$21.9M	Buy	296,116 +14,795	+5%	+$1.03M	14.06%	1
2025 Q1	$18.6M	Buy	281,321 +20,782	+8%	+$1.35M	13.79%	2
2024 Q4	$16M	Buy	+260,539	New	+$16.7M	12.3%	3

Other funds holding AVDE

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Oak Wealth Advisors's AVDE Position: Q2 2026 in Review

Oak Wealth Advisors increased its Avantis International Equity ETF (AVDE) stake by 0.92% in Q2 2026, buying an estimated $245K and bringing the position to 298,639 shares worth $26.6M. The position accounts for 12.78% of the portfolio, ranked #2.

Oak Wealth Advisors first reported a position in AVDE in Q4 2024 and has held it in 7 quarters since. 725 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

Oak Wealth Advisors held 298,639 shares of Avantis International Equity ETF worth $26.6M as of Q2 2026.
Oak Wealth Advisors bought 2,733 Avantis International Equity ETF shares in Q2 2026, an estimated $245K.
Avantis International Equity ETF made up 12.78% of Oak Wealth Advisors's portfolio in Q2 2026, its #2 holding.
Oak Wealth Advisors first reported a position in Avantis International Equity ETF in Q4 2024 and has held it in 7 quarters since.
725 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on Oak Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.