SWA
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Sax Wealth Advisors’s Avantis International Equity ETF AVDE Stock Holding History

Sax Wealth Advisors’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 		$6.42M Sell
75,724
-1,903
-2% -$171K 0.26% 71
2026
Q1 		$6.39M Hold
77,627
– – 0.31% 59
2025
Q4 		$6.39M Sell
77,627
-1,270
-2% -$102K 0.3% 61
2025
Q3 		$6.22M Sell
78,897
-5,325
-6% -$406K 0.33% 48
2025
Q2 		$6.23M Sell
84,222
-3,883
-4% -$272K 0.38% 44
2025
Q1 		$5.84M Sell
88,105
-4,691
-5% -$305K 0.42% 40
2024
Q4 		$5.69M Buy
+92,796
New +$5.94M 0.45% 37
2024
Q3 		– Sell
-124,679
Closed -$7.76M – 295
2024
Q2 		$7.76M Buy
+124,679
New +$7.91M 0.74% 25
2024
Q1 		– Sell
-130,798
Closed -$7.9M – 197
2023
Q4 		$7.9M Sell
130,798
-3,426
-3% -$194K 1.29% 21
2023
Q3 		$7.47M Sell
134,224
-1,587
-1% -$91.2K 1.47% 18
2023
Q2 		$7.8M Buy
135,811
+8,720
+7% +$503K 1.55% 19
2023
Q1 		$7.25M Buy
127,091
+14,749
+13% +$831K 1.57% 18
2022
Q4 		$5.98M Buy
112,342
+25,555
+29% +$1.3M 1.38% 19
2022
Q3 		$3.96M Buy
86,787
+50,188
+137% +$2.55M 1.02% 22
2022
Q2 		$1.86M Buy
36,599
+29,292
+401% +$1.65M 0.47% 39
2022
Q1 		$441K Buy
+7,307
New +$446K 0.11% 112

Other funds holding AVDE

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Sax Wealth Advisors's AVDE Position: Q2 2026 in Review

Sax Wealth Advisors reduced its Avantis International Equity ETF (AVDE) stake by 2.5% in Q2 2026, selling an estimated $171K and leaving 75,724 shares worth $6.42M. The position accounts for 0.26% of the portfolio, ranked #71.

Sax Wealth Advisors first reported a position in AVDE in Q1 2022 and has held it in 16 quarters since. The position peaked at $7.9M in Q4 2023. 164 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

  • Sax Wealth Advisors held 75,724 shares of Avantis International Equity ETF worth $6.42M as of Q2 2026.
  • Sax Wealth Advisors sold 1,903 Avantis International Equity ETF shares in Q2 2026, an estimated $171K.
  • Avantis International Equity ETF made up 0.26% of Sax Wealth Advisors's portfolio in Q2 2026, its #71 holding.
  • Sax Wealth Advisors first reported a position in Avantis International Equity ETF in Q1 2022 and has held it in 16 quarters since.
  • Sax Wealth Advisors's Avantis International Equity ETF position peaked at $7.9M in Q4 2023.
  • 164 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.