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Physician Wealth Solutions’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Physician Wealth Solutions’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
Q2 		$7.86M Buy
76,304
+3,450
+5% +$367K 2.98% 14
2026
Q1 		$7.28M Buy
72,854
+8,193
+13% +$836K 3.01% 14
2025
Q4 		$6.08M Buy
64,661
+62
+0.1% +$5.63K 2.58% 15
2025
Q3 		$5.75M Buy
64,599
+31
+0% +$2.61K 2.51% 15
2025
Q2 		$5.12M Sell
64,568
-2,273
-3% -$168K 2.37% 16
2025
Q1 		$4.66M Sell
66,841
-736
-1% -$50K 2.34% 14
2024
Q4 		$4.4M Buy
67,577
+1,631
+2% +$110K 2.2% 14
2024
Q3 		$4.42M Buy
65,946
+3,771
+6% +$254K 2.2% 14
2024
Q2 		$4.04M Buy
62,175
+4,084
+7% +$270K 2.88% 12
2024
Q1 		$3.83M Buy
58,091
+4,826
+9% +$301K 3.21% 12
2023
Q4 		$3.33M Buy
+53,265
New +$3.1M 3.32% 11

Other funds holding AVDV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return

Physician Wealth Solutions's AVDV Position: Q2 2026 in Review

Physician Wealth Solutions increased its Avantis International Small Cap Value ETF (AVDV) stake by 4.7% in Q2 2026, buying an estimated $367K and bringing the position to 76,304 shares worth $7.86M. The position accounts for 2.98% of the portfolio, ranked #14.

Physician Wealth Solutions first reported a position in AVDV in Q4 2023 and has held it in 11 quarters since. 710 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

  • Physician Wealth Solutions held 76,304 shares of Avantis International Small Cap Value ETF worth $7.86M as of Q2 2026.
  • Physician Wealth Solutions bought 3,450 Avantis International Small Cap Value ETF shares in Q2 2026, an estimated $367K.
  • Avantis International Small Cap Value ETF made up 2.98% of Physician Wealth Solutions's portfolio in Q2 2026, its #14 holding.
  • Physician Wealth Solutions first reported a position in Avantis International Small Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 710 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

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