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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

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

RVW Wealth's AVDV Position: Q2 2026 in Review

RVW Wealth reduced its Avantis International Small Cap Value ETF (AVDV) stake by 3.4% in Q2 2026, selling an estimated $10.3K and leaving 2,720 shares worth $280K. The position accounts for 0.02% of the portfolio, ranked #155.

RVW Wealth first reported a position in AVDV in Q1 2023 and has held it in 10 quarters since. The position peaked at $614K in Q4 2024. 708 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

RVW Wealth held 2,720 shares of Avantis International Small Cap Value ETF worth $280K as of Q2 2026.
RVW Wealth sold 97 Avantis International Small Cap Value ETF shares in Q2 2026, an estimated $10.3K.
Avantis International Small Cap Value ETF made up 0.02% of RVW Wealth's portfolio in Q2 2026, its #155 holding.
RVW Wealth first reported a position in Avantis International Small Cap Value ETF in Q1 2023 and has held it in 10 quarters since.
RVW Wealth's Avantis International Small Cap Value ETF position peaked at $614K in Q4 2024.
708 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on RVW Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.