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 Q2	$6.72M	Buy	89,311 +3,680	+4%	+$283K	0.23%	103
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

VIM

Vinva Investment Management Sydney, Australia $15.1B AUM 39.47% 1-Year Est. Return

TNA

True North Advisors Dallas, Texas $1.05B AUM 22.99% 1-Year Est. Return

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

FIM

Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

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

AWC

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

CWP

Cornerstone Wealth Partners Okemos, Michigan $215M AUM

NWS

Nvest Wealth Strategies Powell, Ohio $160M AUM

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Simplicity Wealth's AVDS Position: Q2 2026 in Review

Simplicity Wealth increased its Avantis International Small Cap Equity ETF (AVDS) stake by 4.3% in Q2 2026, buying an estimated $283K and bringing the position to 89,311 shares worth $6.72M. The position accounts for 0.23% of the portfolio, ranked #103.

Simplicity Wealth first reported a position in AVDS in Q1 2025 and has held it in 6 quarters since. The position peaked at $10.3M in Q2 2025. 67 funds tracked by Wall St. Rank hold AVDS as of Q2 2026.

Simplicity Wealth held 89,311 shares of Avantis International Small Cap Equity ETF worth $6.72M as of Q2 2026.
Simplicity Wealth bought 3,680 Avantis International Small Cap Equity ETF shares in Q2 2026, an estimated $283K.
Avantis International Small Cap Equity ETF made up 0.23% of Simplicity Wealth's portfolio in Q2 2026, its #103 holding.
Simplicity Wealth first reported a position in Avantis International Small Cap Equity ETF in Q1 2025 and has held it in 6 quarters since.
Simplicity Wealth's Avantis International Small Cap Equity ETF position peaked at $10.3M in Q2 2025.
67 funds tracked by Wall St. Rank held Avantis International Small Cap Equity ETF as of Q2 2026.

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