SHFA
AVDE icon

SC&H Financial Advisors’s Avantis International Equity ETF AVDE Stock Holding History

SC&H Financial 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 		$29.6M Buy
332,244
+1,531
+0.5% +$137K 3.93% 10
2026
Q1 		$28.1M Sell
330,713
-1,115
-0.3% -$96.9K 4.23% 9
2025
Q4 		$27.3M Sell
331,828
-10,069
-3% -$808K 4.23% 8
2025
Q3 		$27M Sell
341,897
-16,232
-5% -$1.24M 4.4% 8
2025
Q2 		$26.5M Buy
358,129
+21,736
+6% +$1.52M 4.53% 8
2025
Q1 		$22.3M Sell
336,393
-1,964
-0.6% -$128K 4.39% 7
2024
Q4 		$20.8M Buy
338,357
+16,710
+5% +$1.07M 4.29% 5
2024
Q3 		$21.6M Buy
321,647
+10,212
+3% +$656K 4.71% 4
2024
Q2 		$19.4M Buy
311,435
+18,472
+6% +$1.17M 4.75% 4
2024
Q1 		$18.7M Buy
292,963
+14,310
+5% +$871K 4.86% 4
2023
Q4 		$16.8M Buy
278,653
+21,171
+8% +$1.2M 4.86% 4
2023
Q3 		$14.3M Buy
257,482
+6,829
+3% +$392K 4.76% 4
2023
Q2 		$14.4M Buy
250,653
+11,536
+5% +$666K 4.75% 4
2023
Q1 		$13.6M Buy
239,117
+2,997
+1% +$169K 4.97% 4
2022
Q4 		$12.6M Buy
236,120
+15,223
+7% +$775K 5.2% 3
2022
Q3 		$10.1M Buy
220,897
+21,428
+11% +$1.09M 5.04% 3
2022
Q2 		$10.2M Buy
199,469
+48,339
+32% +$2.71M 4.74% 4
2022
Q1 		$9.12M Buy
151,130
+59,247
+64% +$3.61M 4.34% 4
2021
Q4 		$5.82M Buy
+91,883
New +$5.84M 3.21% 7

Other funds holding AVDE

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SC&H Financial Advisors's AVDE Position: Q2 2026 in Review

SC&H Financial Advisors increased its Avantis International Equity ETF (AVDE) stake by 0.46% in Q2 2026, buying an estimated $137K and bringing the position to 332,244 shares worth $29.6M. The position accounts for 3.93% of the portfolio, ranked #10.

SC&H Financial Advisors first reported a position in AVDE in Q4 2021 and has held it in 19 quarters since. 724 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

  • SC&H Financial Advisors held 332,244 shares of Avantis International Equity ETF worth $29.6M as of Q2 2026.
  • SC&H Financial Advisors bought 1,531 Avantis International Equity ETF shares in Q2 2026, an estimated $137K.
  • Avantis International Equity ETF made up 3.93% of SC&H Financial Advisors's portfolio in Q2 2026, its #10 holding.
  • SC&H Financial Advisors first reported a position in Avantis International Equity ETF in Q4 2021 and has held it in 19 quarters since.
  • 724 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.