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

Physician 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	$7.14K	Hold	80	–	–	﹤0.01%	969
2026 Q1	$6.79K	Buy	80 +10	+14%	+$869	﹤0.01%	914
2025 Q4	$5.76K	Hold	70	–	–	﹤0.01%	936
2025 Q3	$5.52K	Hold	70	–	–	﹤0.01%	897
2025 Q2	$5.18K	Hold	70	–	–	﹤0.01%	788
2025 Q1	$4.64K	Hold	70	–	–	﹤0.01%	745
2024 Q4	$4.3K	Buy	+70	New	+$4.48K	﹤0.01%	757

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

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

Physician Wealth Advisors held its Avantis International Equity ETF (AVDE) position steady in Q2 2026 at 80 shares worth $7.14K. The position accounts for ﹤0.01% of the portfolio, ranked #969.

Physician Wealth Advisors first reported a position in AVDE in Q4 2024 and has held it in 7 quarters since. 727 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

Physician Wealth Advisors held 80 shares of Avantis International Equity ETF worth $7.14K as of Q2 2026.
Physician Wealth Advisors left its Avantis International Equity ETF share count unchanged in Q2 2026.
Avantis International Equity ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #969 holding.
Physician Wealth Advisors first reported a position in Avantis International Equity ETF in Q4 2024 and has held it in 7 quarters since.
727 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.