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Stolz & Associates’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Stolz & Associates’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
Q2 		$8.63M Buy
83,717
+4,620
+6% +$492K 5.39% 9
2026
Q1 		$8.42M Sell
79,097
-238
-0.3% -$24.3K 5.87% 9
2025
Q4 		$7.46M Buy
+79,335
New +$7.2M 5.75% 9

Other funds holding AVDV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return

Stolz & Associates's AVDV Position: Q2 2026 in Review

Stolz & Associates increased its Avantis International Small Cap Value ETF (AVDV) stake by 5.8% in Q2 2026, buying an estimated $492K and bringing the position to 83,717 shares worth $8.63M. The position accounts for 5.39% of the portfolio, ranked #9.

Stolz & Associates first reported a position in AVDV in Q4 2025 and has held it in 3 quarters since. 715 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

  • Stolz & Associates held 83,717 shares of Avantis International Small Cap Value ETF worth $8.63M as of Q2 2026.
  • Stolz & Associates bought 4,620 Avantis International Small Cap Value ETF shares in Q2 2026, an estimated $492K.
  • Avantis International Small Cap Value ETF made up 5.39% of Stolz & Associates's portfolio in Q2 2026, its #9 holding.
  • Stolz & Associates first reported a position in Avantis International Small Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 715 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on Stolz & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.