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

ShankerValleau 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 		$8.06M Buy
90,314
+526
+0.6% +$47.2K 2.12% 12
2026
Q1 		$7.62M Sell
89,788
-2,297
-2% -$200K 2.15% 12
2025
Q4 		$7.58M Sell
92,085
-193
-0.2% -$15.5K 2.05% 12
2025
Q3 		$7.28M Buy
92,278
+819
+0.9% +$62.4K 1.87% 12
2025
Q2 		$6.77M Sell
91,459
-3,711
-4% -$260K 1.93% 12
2025
Q1 		$6.31M Sell
95,170
-3,034
-3% -$197K 2.05% 12
2024
Q4 		$6.03M Buy
98,204
+4,334
+5% +$277K 1.94% 13
2024
Q3 		$6.29M Buy
93,870
+1,299
+1% +$83.5K 2.14% 10
2024
Q2 		$5.76M Sell
92,571
-340
-0.4% -$21.6K 2.47% 10
2024
Q1 		$5.92M Buy
92,911
+1,481
+2% +$90.1K 2.73% 10
2023
Q4 		$5.53M Buy
91,430
+1,185
+1% +$67.1K 2.81% 10
2023
Q3 		$5.02M Buy
90,245
+3,112
+4% +$179K 2.82% 10
2023
Q2 		$5M Buy
87,133
+190
+0.2% +$11K 2.75% 10
2023
Q1 		$4.96M Sell
86,943
-1,742
-2% -$98.2K 2.88% 10
2022
Q4 		$4.72M Sell
88,685
-5,085
-5% -$259K 2.92% 10
2022
Q3 		$4.28M Buy
93,770
+5,263
+6% +$268K 2.9% 10
2022
Q2 		$4.51M Sell
88,507
-1,905
-2% -$107K 2.93% 9
2022
Q1 		$5.46M Buy
90,412
+3,996
+5% +$244K 3.27% 8
2021
Q4 		$5.48M Buy
+86,416
New +$5.49M 3.15% 8

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
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

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

ShankerValleau Wealth Advisors increased its Avantis International Equity ETF (AVDE) stake by 0.59% in Q2 2026, buying an estimated $47.2K and bringing the position to 90,314 shares worth $8.06M. The position accounts for 2.12% of the portfolio, ranked #12.

ShankerValleau Wealth Advisors first reported a position in AVDE in Q4 2021 and has held it in 19 quarters since. 231 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

  • ShankerValleau Wealth Advisors held 90,314 shares of Avantis International Equity ETF worth $8.06M as of Q2 2026.
  • ShankerValleau Wealth Advisors bought 526 Avantis International Equity ETF shares in Q2 2026, an estimated $47.2K.
  • Avantis International Equity ETF made up 2.12% of ShankerValleau Wealth Advisors's portfolio in Q2 2026, its #12 holding.
  • ShankerValleau Wealth Advisors first reported a position in Avantis International Equity ETF in Q4 2021 and has held it in 19 quarters since.
  • 231 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

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