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Simplicity Wealth’s Avantis International Small Cap Equity ETF AVDS Stock Holding History

Simplicity Wealth’s Portfolio AVDS Stock Details AVDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.15M Sell
85,631
-1,032
-1% -$76.8K 0.35% 61
2025
Q4 		$6.05M Buy
86,663
+4,514
+5% +$306K 0.36% 62
2025
Q3 		$5.55M Sell
82,149
-82,891
-50% -$5.37M 0.32% 70
2025
Q2 		$10.3M Buy
165,040
+87,610
+113% +$5.05M 0.43% 46
2025
Q1 		$4.2M Buy
+77,430
New +$4.16M 0.33% 65

Other funds holding AVDS

TNA
True North Advisors Dallas, Texas $877M AUM 13.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
CWP
Cornerstone Wealth Partners Okemos, Michigan $176M AUM
NWS
Nvest Wealth Strategies Powell, Ohio $160M AUM
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Simplicity Wealth's AVDS Position: Q1 2026 in Review

Simplicity Wealth reduced its Avantis International Small Cap Equity ETF (AVDS) stake by 1.2% in Q1 2026, selling an estimated $76.8K and leaving 85,631 shares worth $6.15M. The position accounts for 0.35% of the portfolio, ranked #61.

Simplicity Wealth first reported a position in AVDS in Q1 2025 and has held it in 5 quarters since. The position peaked at $10.3M in Q2 2025. 62 funds tracked by Wall St. Rank hold AVDS as of Q1 2026.

  • Simplicity Wealth held 85,631 shares of Avantis International Small Cap Equity ETF worth $6.15M as of Q1 2026.
  • Simplicity Wealth sold 1,032 Avantis International Small Cap Equity ETF shares in Q1 2026, an estimated $76.8K.
  • Avantis International Small Cap Equity ETF made up 0.35% of Simplicity Wealth's portfolio in Q1 2026, its #61 holding.
  • Simplicity Wealth first reported a position in Avantis International Small Cap Equity ETF in Q1 2025 and has held it in 5 quarters since.
  • Simplicity Wealth's Avantis International Small Cap Equity ETF position peaked at $10.3M in Q2 2025.
  • 62 funds tracked by Wall St. Rank held Avantis International Small Cap Equity ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.