RMR Wealth Builders’s Avantis International Equity ETF AVDE Stock Holding History

RMR Wealth Builders’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	$492K	Buy	5,515 +2	+0%	+$179	0.03%	196
2026 Q1	$468K	Hold	5,513	–	–	0.04%	184
2025 Q4	$454K	Buy	5,513 +2	+0%	+$160	0.04%	183
2025 Q3	$435K	Hold	5,511	–	–	0.04%	186
2025 Q2	$408K	Buy	+5,511	New	+$385K	0.04%	185

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

RMR Wealth Builders's AVDE Position: Q2 2026 in Review

RMR Wealth Builders increased its Avantis International Equity ETF (AVDE) stake by 0.04% in Q2 2026, buying an estimated $179 and bringing the position to 5,515 shares worth $492K. The position accounts for 0.03% of the portfolio, ranked #196.

RMR Wealth Builders first reported a position in AVDE in Q2 2025 and has held it in 5 quarters since. 727 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

RMR Wealth Builders held 5,515 shares of Avantis International Equity ETF worth $492K as of Q2 2026.
RMR Wealth Builders bought 2 Avantis International Equity ETF shares in Q2 2026, an estimated $179.
Avantis International Equity ETF made up 0.03% of RMR Wealth Builders's portfolio in Q2 2026, its #196 holding.
RMR Wealth Builders first reported a position in Avantis International Equity ETF in Q2 2025 and has held it in 5 quarters since.
727 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.