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

ORBA 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	$4.3M	Buy	48,214 +22,752	+89%	+$2.04M	3.68%	4
2026 Q1	$2.16M	Sell	25,462 -21,287	-46%	-$1.85M	2.58%	10
2025 Q4	$3.85M	Buy	46,749 +7,220	+18%	+$579K	3.34%	8
2025 Q3	$3.12M	Buy	39,529 +6,889	+21%	+$525K	2.57%	11
2025 Q2	$2.42M	Sell	32,640 -38,055	-54%	-$2.66M	2.2%	15
2025 Q1	$4.68M	Buy	70,695 +5,195	+8%	+$338K	2.36%	13
2024 Q4	$4.02M	Sell	65,500 -3,786	-5%	-$242K	2.1%	15
2024 Q3	$4.64M	Buy	69,286 +40	+0.1%	+$2.57K	2.35%	13
2024 Q2	$4.31M	Buy	69,246 +2,133	+3%	+$135K	2.23%	15
2024 Q1	$4.28M	Sell	67,113 -730	-1%	-$44.4K	2.37%	15
2023 Q4	$4.1M	Buy	+67,843	New	+$3.84M	2.46%	14

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

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

ORBA Wealth Advisors increased its Avantis International Equity ETF (AVDE) stake by 89% in Q2 2026, buying an estimated $2.04M and bringing the position to 48,214 shares worth $4.3M. The position accounts for 3.68% of the portfolio, ranked #4.

ORBA Wealth Advisors first reported a position in AVDE in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.68M in Q1 2025. 724 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

ORBA Wealth Advisors held 48,214 shares of Avantis International Equity ETF worth $4.3M as of Q2 2026.
ORBA Wealth Advisors bought 22,752 Avantis International Equity ETF shares in Q2 2026, an estimated $2.04M.
Avantis International Equity ETF made up 3.68% of ORBA Wealth Advisors's portfolio in Q2 2026, its #4 holding.
ORBA Wealth Advisors first reported a position in Avantis International Equity ETF in Q4 2023 and has held it in 11 quarters since.
ORBA Wealth Advisors's Avantis International Equity ETF position peaked at $4.68M in Q1 2025.
724 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on ORBA Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.