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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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. 724 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.
724 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.