SAG
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SageView Advisory Group’s Avantis International Small Cap Value ETF AVDV Stock Holding History

SageView Advisory Group’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
2024
Q3 		– Sell
-57,632
Closed -$3.74M – 512
2024
Q2 		$3.74M Buy
+57,632
New +$3.81M 0.17% 75
2024
Q1 		– Sell
-62,447
Closed -$3.85M – 530
2023
Q4 		$3.85M Buy
+62,447
New +$3.64M 0.17% 75

Other funds holding AVDV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

SageView Advisory Group's AVDV Position: Q3 2024 in Review

SageView Advisory Group sold out of Avantis International Small Cap Value ETF (AVDV) in Q3 2024, closing a stake of 57,632 shares — an estimated $3.74M sold.

SageView Advisory Group first reported a position in AVDV in Q4 2023 and held it in 2 quarters. The position peaked at $3.85M in Q4 2023. 364 funds tracked by Wall St. Rank hold AVDV as of Q3 2024.

  • SageView Advisory Group reported no remaining Avantis International Small Cap Value ETF position as of Q3 2024 after selling out during the quarter.
  • SageView Advisory Group sold 57,632 Avantis International Small Cap Value ETF shares in Q3 2024, an estimated $3.74M.
  • SageView Advisory Group first reported a position in Avantis International Small Cap Value ETF in Q4 2023 and held it in 2 quarters.
  • SageView Advisory Group's Avantis International Small Cap Value ETF position peaked at $3.85M in Q4 2023.
  • 364 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q3 2024.

Based on SageView Advisory Group's 13F filing for Q3 2024, filed 14 Nov 2024.