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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
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
American Century Companies
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
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
Morgan Stanley
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.