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 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 $432B AUM 30.22% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

ORBA Wealth Advisors's AVDE Position: Q1 2026 in Review

ORBA Wealth Advisors reduced its Avantis International Equity ETF (AVDE) stake by 46% in Q1 2026, selling an estimated $1.85M and leaving 25,462 shares worth $2.16M. The position accounts for 2.58% of the portfolio, ranked #10.

ORBA Wealth Advisors first reported a position in AVDE in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.68M in Q1 2025. 671 funds tracked by Wall St. Rank hold AVDE as of Q1 2026.

ORBA Wealth Advisors held 25,462 shares of Avantis International Equity ETF worth $2.16M as of Q1 2026.
ORBA Wealth Advisors sold 21,287 Avantis International Equity ETF shares in Q1 2026, an estimated $1.85M.
Avantis International Equity ETF made up 2.58% of ORBA Wealth Advisors's portfolio in Q1 2026, its #10 holding.
ORBA Wealth Advisors first reported a position in Avantis International Equity ETF in Q4 2023 and has held it in 10 quarters since.
ORBA Wealth Advisors's Avantis International Equity ETF position peaked at $4.68M in Q1 2025.
671 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q1 2026.

Based on ORBA Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.