Shearwater Capital’s Avantis International Equity ETF AVDE Stock Holding History

Shearwater Capital’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
2022 Q2	–	Sell	-5,052	Closed	-$305K	–	37
2022 Q1	$305K	Hold	5,052	–	–	0.28%	30
2021 Q4	$320K	Buy	+5,052	New	+$321K	0.28%	28

Other funds holding AVDE

Wipfli Financial Advisors Milwaukee, Wisconsin $1.42B AUM 20.63% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Waypoint Wealth Partners Mill Valley, California $411M AUM 14.09% 1-Year Est. Return

PrairieView Partners St. Paul, Minnesota $1.03B AUM 11.4% 1-Year Est. Return

ESL Trust Services Rochester, New York $524M AUM 17.18% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return

Shearwater Capital's AVDE Position: Q2 2022 in Review

Shearwater Capital sold out of Avantis International Equity ETF (AVDE) in Q2 2022, closing a stake of 5,052 shares — an estimated $305K sold.

Shearwater Capital first reported a position in AVDE in Q4 2021 and held it in 2 quarters. The position peaked at $320K in Q4 2021. 148 funds tracked by Wall St. Rank hold AVDE as of Q2 2022.

Shearwater Capital reported no remaining Avantis International Equity ETF position as of Q2 2022 after selling out during the quarter.
Shearwater Capital sold 5,052 Avantis International Equity ETF shares in Q2 2022, an estimated $305K.
Shearwater Capital first reported a position in Avantis International Equity ETF in Q4 2021 and held it in 2 quarters.
Shearwater Capital's Avantis International Equity ETF position peaked at $320K in Q4 2021.
148 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2022.

Based on Shearwater Capital's 13F filing for Q2 2022, filed 18 Jul 2022.