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

Physician Wealth Solutions’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	$10.1M	Buy	112,850 +4,409	+4%	+$395K	3.82%	12
2026 Q1	$9.2M	Buy	108,441 +9,135	+9%	+$794K	3.81%	12
2025 Q4	$8.17M	Buy	99,306 +623	+0.6%	+$50K	3.47%	11
2025 Q3	$7.79M	Sell	98,683 -2,091	-2%	-$159K	3.4%	12
2025 Q2	$7.46M	Buy	100,774 +766	+0.8%	+$53.6K	3.46%	11
2025 Q1	$6.63M	Buy	100,008 +99	+0.1%	+$6.44K	3.33%	12
2024 Q4	$6.13M	Buy	99,909 +1,727	+2%	+$111K	3.07%	13
2024 Q3	$6.3M	Buy	98,182 +1,578	+2%	+$101K	3.14%	13
2024 Q2	$6.01M	Buy	96,604 +549	+0.6%	+$34.8K	4.29%	10
2024 Q1	$6.12M	Buy	96,055 +984	+1%	+$59.9K	5.14%	7
2023 Q4	$5.75M	Buy	+95,071	New	+$5.38M	5.74%	4

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 Solutions's AVDE Position: Q2 2026 in Review

Physician Wealth Solutions increased its Avantis International Equity ETF (AVDE) stake by 4.1% in Q2 2026, buying an estimated $395K and bringing the position to 112,850 shares worth $10.1M. The position accounts for 3.82% of the portfolio, ranked #12.

Physician Wealth Solutions first reported a position in AVDE in Q4 2023 and has held it in 11 quarters since. 724 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

Physician Wealth Solutions held 112,850 shares of Avantis International Equity ETF worth $10.1M as of Q2 2026.
Physician Wealth Solutions bought 4,409 Avantis International Equity ETF shares in Q2 2026, an estimated $395K.
Avantis International Equity ETF made up 3.82% of Physician Wealth Solutions's portfolio in Q2 2026, its #12 holding.
Physician Wealth Solutions first reported a position in Avantis International Equity ETF in Q4 2023 and has held it in 11 quarters since.
724 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

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