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

SHP 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 Q1	$7.19K	Buy	+72	New	+$7.35K	﹤0.01%	982

Other funds holding AVDV

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

HTC

Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

SHP Wealth Management's AVDV Position: Q1 2026 in Review

SHP Wealth Management opened a new position in Avantis International Small Cap Value ETF (AVDV) in Q1 2026: 72 shares worth $7.19K. The stake represents ﹤0.01% of the portfolio and ranks #982 among its holdings.

657 funds tracked by Wall St. Rank hold AVDV as of Q1 2026.

SHP Wealth Management held 72 shares of Avantis International Small Cap Value ETF worth $7.19K as of Q1 2026.
Avantis International Small Cap Value ETF was a new SHP Wealth Management position in Q1 2026.
Avantis International Small Cap Value ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #982 holding.
657 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.