RWM
AVDV icon

Riverbend Wealth Management’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Riverbend Wealth Management’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 		$306K Buy
2,968
+95
+3% +$10.1K 0.15% 145
2026
Q1 		$287K Sell
2,873
-170
-6% -$17.3K 0.16% 135
2025
Q4 		$286K Buy
+3,043
New +$276K 0.18% 127

Other funds holding AVDV

AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Riverbend Wealth Management's AVDV Position: Q2 2026 in Review

Riverbend Wealth Management increased its Avantis International Small Cap Value ETF (AVDV) stake by 3.3% in Q2 2026, buying an estimated $10.1K and bringing the position to 2,968 shares worth $306K. The position accounts for 0.15% of the portfolio, ranked #145.

Riverbend Wealth Management first reported a position in AVDV in Q4 2025 and has held it in 3 quarters since. 383 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

  • Riverbend Wealth Management held 2,968 shares of Avantis International Small Cap Value ETF worth $306K as of Q2 2026.
  • Riverbend Wealth Management bought 95 Avantis International Small Cap Value ETF shares in Q2 2026, an estimated $10.1K.
  • Avantis International Small Cap Value ETF made up 0.15% of Riverbend Wealth Management's portfolio in Q2 2026, its #145 holding.
  • Riverbend Wealth Management first reported a position in Avantis International Small Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 383 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on Riverbend Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.