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Selective Wealth Management’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Selective Wealth Management’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 		$840K Sell
8,191
-146
-2% -$15.5K 0.22% 50
2026
Q1 		$864K Buy
8,337
+390
+5% +$39.8K 0.26% 46
2025
Q4 		$782K Sell
7,947
-10
-0.1% -$907 0.24% 42
2025
Q3 		$713K Buy
7,957
+1,525
+24% +$128K 0.23% 47
2025
Q2 		$520K Buy
6,432
+186
+3% +$13.8K 0.19% 56
2025
Q1 		$422K Sell
6,246
-205
-3% -$13.9K 0.18% 61
2024
Q4 		$412K Sell
6,451
-60
-0.9% -$4.04K 0.17% 60
2024
Q3 		$451K Hold
6,511
– – 0.19% 62
2024
Q2 		$428K Sell
6,511
-67
-1% -$4.42K 0.19% 65
2024
Q1 		$432K Buy
6,578
+3,100
+89% +$193K 0.19% 65
2023
Q4 		$214K Buy
+3,478
New +$203K 0.11% 81
2022
Q4 		– Sell
-46
Closed -$2K – 167
2022
Q3 		$2K Buy
46
+40
+667% +$2.12K ﹤0.01% 658
2022
Q2 		$0 Hold
6
– – ﹤0.01% 754
2022
Q1 		$0 Buy
+6
New +$377 ﹤0.01% 722

Other funds holding AVDV

AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Selective Wealth Management's AVDV Position: Q2 2026 in Review

Selective Wealth Management reduced its Avantis International Small Cap Value ETF (AVDV) stake by 1.8% in Q2 2026, selling an estimated $15.5K and leaving 8,191 shares worth $840K. The position accounts for 0.22% of the portfolio, ranked #50.

Selective Wealth Management first reported a position in AVDV in Q1 2022 and has held it in 14 quarters since. The position peaked at $864K in Q1 2026. 360 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

  • Selective Wealth Management held 8,191 shares of Avantis International Small Cap Value ETF worth $840K as of Q2 2026.
  • Selective Wealth Management sold 146 Avantis International Small Cap Value ETF shares in Q2 2026, an estimated $15.5K.
  • Avantis International Small Cap Value ETF made up 0.22% of Selective Wealth Management's portfolio in Q2 2026, its #50 holding.
  • Selective Wealth Management first reported a position in Avantis International Small Cap Value ETF in Q1 2022 and has held it in 14 quarters since.
  • Selective Wealth Management's Avantis International Small Cap Value ETF position peaked at $864K in Q1 2026.
  • 360 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.