Simplicity Wealth’s Avantis International Equity ETF AVDE Stock Holding History

Simplicity Wealth’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	$71M	Buy	795,696 +147,874	+23%	+$13.3M	2.4%	2
2026 Q1	$55M	Buy	647,822 +31,737	+5%	+$2.76M	3.11%	3
2025 Q4	$50.7M	Buy	616,085 +131,293	+27%	+$10.5M	3.02%	3
2025 Q3	$38.3M	Sell	484,792 -336,998	-41%	-$25.7M	2.21%	6
2025 Q2	$60.8M	Buy	821,790 +431,583	+111%	+$30.2M	2.53%	6
2025 Q1	$25.9M	Buy	+390,207	New	+$25.4M	2.01%	7
2024 Q4	–	Sell	-370,453	Closed	-$24.8M	–	332
2024 Q3	$24.8M	Buy	370,453 +336,845	+1,002%	+$21.6M	2.3%	5
2024 Q2	$2.09M	Buy	33,608 +30,442	+962%	+$1.93M	0.05%	349
2024 Q1	$202K	Buy	+3,166	New	+$193K	﹤0.01%	1071

Other funds holding AVDE

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Simplicity Wealth's AVDE Position: Q2 2026 in Review

Simplicity Wealth increased its Avantis International Equity ETF (AVDE) stake by 23% in Q2 2026, buying an estimated $13.3M and bringing the position to 795,696 shares worth $71M. The position accounts for 2.4% of the portfolio, ranked #2.

Simplicity Wealth first reported a position in AVDE in Q1 2024 and has held it in 9 quarters since. 729 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

Simplicity Wealth held 795,696 shares of Avantis International Equity ETF worth $71M as of Q2 2026.
Simplicity Wealth bought 147,874 Avantis International Equity ETF shares in Q2 2026, an estimated $13.3M.
Avantis International Equity ETF made up 2.4% of Simplicity Wealth's portfolio in Q2 2026, its #2 holding.
Simplicity Wealth first reported a position in Avantis International Equity ETF in Q1 2024 and has held it in 9 quarters since.
729 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.