PWM
AVDV icon

Parkshore Wealth Management’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Parkshore Wealth Management’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
Q1 		$9.74M Buy
97,505
+9,474
+11% +$967K 3.26% 9
2025
Q4 		$8.27M Buy
88,031
+10,752
+14% +$975K 3.11% 10
2025
Q3 		$6.88M Buy
77,279
+8,382
+12% +$705K 2.8% 11
2025
Q2 		$5.46M Sell
68,897
-14,058
-17% -$1.04M 2.67% 12
2025
Q1 		$5.79M Buy
82,955
+3,224
+4% +$219K 3.36% 8
2024
Q4 		$5.19M Buy
+79,731
New +$5.37M 3.12% 8

Other funds holding AVDV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

Parkshore Wealth Management's AVDV Position: Q1 2026 in Review

Parkshore Wealth Management increased its Avantis International Small Cap Value ETF (AVDV) stake by 11% in Q1 2026, buying an estimated $967K and bringing the position to 97,505 shares worth $9.74M. The position accounts for 3.26% of the portfolio, ranked #9.

Parkshore Wealth Management first reported a position in AVDV in Q4 2024 and has held it in 6 quarters since. 655 funds tracked by Wall St. Rank hold AVDV as of Q1 2026.

  • Parkshore Wealth Management held 97,505 shares of Avantis International Small Cap Value ETF worth $9.74M as of Q1 2026.
  • Parkshore Wealth Management bought 9,474 Avantis International Small Cap Value ETF shares in Q1 2026, an estimated $967K.
  • Avantis International Small Cap Value ETF made up 3.26% of Parkshore Wealth Management's portfolio in Q1 2026, its #9 holding.
  • Parkshore Wealth Management first reported a position in Avantis International Small Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 655 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q1 2026.

Based on Parkshore Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.