Stonehearth Capital Management’s Avantis International Equity ETF AVDE Stock Holding History

Stonehearth Capital Management’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	$349K	Sell	3,914 -35	-0.9%	-$3.14K	0.12%	56
2026 Q1	$335K	Sell	3,949 -493	-11%	-$42.8K	0.13%	58
2025 Q4	$366K	Hold	4,442	–	–	0.14%	54
2025 Q3	$350K	Hold	4,442	–	–	0.14%	56
2025 Q2	$329K	Buy	+4,442	New	+$311K	0.14%	56

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 $59.8B AUM 29.42% 1-Year Est. Return

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

MWM

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

Stonehearth Capital Management's AVDE Position: Q2 2026 in Review

Stonehearth Capital Management reduced its Avantis International Equity ETF (AVDE) stake by 0.89% in Q2 2026, selling an estimated $3.14K and leaving 3,914 shares worth $349K. The position accounts for 0.12% of the portfolio, ranked #56.

Stonehearth Capital Management first reported a position in AVDE in Q2 2025 and has held it in 5 quarters since. The position peaked at $366K in Q4 2025. 724 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

Stonehearth Capital Management held 3,914 shares of Avantis International Equity ETF worth $349K as of Q2 2026.
Stonehearth Capital Management sold 35 Avantis International Equity ETF shares in Q2 2026, an estimated $3.14K.
Avantis International Equity ETF made up 0.12% of Stonehearth Capital Management's portfolio in Q2 2026, its #56 holding.
Stonehearth Capital Management first reported a position in Avantis International Equity ETF in Q2 2025 and has held it in 5 quarters since.
Stonehearth Capital Management's Avantis International Equity ETF position peaked at $366K in Q4 2025.
724 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on Stonehearth Capital Management's 13F filing for Q2 2026, filed 7 Jul 2026.