Pasadena Private Wealth’s Avantis International Equity ETF AVDE Stock Holding History

Pasadena Private Wealth’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
2025 Q2	–	Sell	-118,400	Closed	-$7.85M	–	203
2025 Q1	$7.85M	Buy	+118,400	New	+$7.7M	1.51%	17

Other funds holding AVDE

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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

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

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

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

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

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

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

Pasadena Private Wealth's AVDE Position: Q2 2025 in Review

Pasadena Private Wealth sold out of Avantis International Equity ETF (AVDE) in Q2 2025, closing a stake of 118,400 shares — an estimated $7.85M sold.

Pasadena Private Wealth first reported a position in AVDE in Q1 2025 and held it in 1 quarter. The position peaked at $7.85M in Q1 2025. 499 funds tracked by Wall St. Rank hold AVDE as of Q2 2025.

Pasadena Private Wealth reported no remaining Avantis International Equity ETF position as of Q2 2025 after selling out during the quarter.
Pasadena Private Wealth sold 118,400 Avantis International Equity ETF shares in Q2 2025, an estimated $7.85M.
Pasadena Private Wealth first reported a position in Avantis International Equity ETF in Q1 2025 and held it in 1 quarter.
Pasadena Private Wealth's Avantis International Equity ETF position peaked at $7.85M in Q1 2025.
499 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2025.

Based on Pasadena Private Wealth's 13F filing for Q2 2025, filed 1 Aug 2025.