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Root Financial Partners’s Avantis International Equity ETF AVDE Stock Holding History

Root Financial Partners’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 		– Sell
-253
Closed -$21.5K – 642
2026
Q1 		$21.5K Buy
253
+188
+289% +$16.3K ﹤0.01% 1292
2025
Q4 		$5.35K Buy
+65
New +$5.21K ﹤0.01% 1747

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American Century Companies
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Root Financial Partners's AVDE Position: Q2 2026 in Review

Root Financial Partners sold out of Avantis International Equity ETF (AVDE) in Q2 2026, closing a stake of 253 shares — an estimated $21.5K sold.

Root Financial Partners first reported a position in AVDE in Q4 2025 and held it in 2 quarters. The position peaked at $21.5K in Q1 2026. 725 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

  • Root Financial Partners reported no remaining Avantis International Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 253 Avantis International Equity ETF shares in Q2 2026, an estimated $21.5K.
  • Root Financial Partners first reported a position in Avantis International Equity ETF in Q4 2025 and held it in 2 quarters.
  • Root Financial Partners's Avantis International Equity ETF position peaked at $21.5K in Q1 2026.
  • 725 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.