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

RVW Wealth’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	$280K	Sell	2,720 -97	-3%	-$10.3K	0.02%	155
2026 Q1	$281K	Hold	2,817	–	–	0.02%	146
2025 Q4	$265K	Hold	2,817	–	–	0.02%	153
2025 Q3	$251K	Buy	2,817 +2	+0.1%	+$168	0.02%	155
2025 Q2	$223K	Sell	2,815 -224	-7%	-$16.6K	0.02%	157
2025 Q1	$212K	Sell	3,039 -6,399	-68%	-$435K	0.02%	156
2024 Q4	$614K	Buy	+9,438	New	+$636K	0.06%	79
2023 Q4	–	Sell	-4,076	Closed	-$236K	–	158
2023 Q3	$236K	Sell	4,076 -728	-15%	-$43K	0.03%	122
2023 Q2	$277K	Hold	4,804	–	–	0.03%	119
2023 Q1	$281K	Buy	+4,804	New	+$280K	0.03%	117

Other funds holding AVDV

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Emprise Bank Wichita, Kansas $271M AUM 21.72% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Define Financial San Diego, California $218M AUM 21.84% 1-Year Est. Return