Tortoise Investment Management’s Avantis International Equity ETF AVDE Stock Holding History

Tortoise Investment 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	$3.86M	Buy	43,312 +1,500	+4%	+$135K	0.29%	73
2026 Q1	$3.55M	Buy	41,812 +4,087	+11%	+$355K	0.29%	73
2025 Q4	$3.11M	Buy	37,725 +2,990	+9%	+$240K	0.27%	81
2025 Q3	$2.74M	Sell	34,735 -60	-0.2%	-$4.57K	0.24%	85
2025 Q2	$2.58M	Buy	34,795 +4,692	+16%	+$328K	0.25%	86
2025 Q1	$1.99M	Sell	30,103 -330	-1%	-$21.5K	0.21%	86
2024 Q4	$1.87M	Buy	30,433 +1,073	+4%	+$68.7K	0.2%	85
2024 Q3	$1.97M	Sell	29,360 -128	-0.4%	-$8.23K	0.21%	83
2024 Q2	$1.84M	Buy	29,488 +1,025	+4%	+$65K	0.21%	84
2024 Q1	$1.81M	Buy	28,463 +752	+3%	+$45.8K	0.22%	83
2023 Q4	$1.67M	Buy	27,711 +1,719	+7%	+$97.4K	0.23%	82
2023 Q3	$1.45M	Buy	25,992 +568	+2%	+$32.6K	0.22%	86
2023 Q2	$1.46M	Buy	25,424 +467	+2%	+$27K	0.22%	86
2023 Q1	$1.42M	Buy	24,957 +2,067	+9%	+$116K	0.23%	84
2022 Q4	$1.22M	Sell	22,890 -5,828	-20%	-$297K	0.21%	89
2022 Q3	$1.31M	Buy	28,718 +8,978	+45%	+$457K	0.25%	80
2022 Q2	$1.01M	Buy	19,740 +11,240	+132%	+$631K	0.2%	93
2022 Q1	$513K	Buy	8,500 +4,600	+118%	+$281K	0.1%	119
2021 Q4	$247K	Buy	3,900 +3,595	+1,179%	+$228K	0.05%	150
2021 Q3	$19K	Buy	+305	New	+$19.5K	﹤0.01%	385

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

Tortoise Investment Management's AVDE Position: Q2 2026 in Review

Tortoise Investment Management increased its Avantis International Equity ETF (AVDE) stake by 3.6% in Q2 2026, buying an estimated $135K and bringing the position to 43,312 shares worth $3.86M. The position accounts for 0.29% of the portfolio, ranked #73.

Tortoise Investment Management first reported a position in AVDE in Q3 2021 and has held it in 20 quarters since. 728 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

Tortoise Investment Management held 43,312 shares of Avantis International Equity ETF worth $3.86M as of Q2 2026.
Tortoise Investment Management bought 1,500 Avantis International Equity ETF shares in Q2 2026, an estimated $135K.
Avantis International Equity ETF made up 0.29% of Tortoise Investment Management's portfolio in Q2 2026, its #73 holding.
Tortoise Investment Management first reported a position in Avantis International Equity ETF in Q3 2021 and has held it in 20 quarters since.
728 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.