TCWM
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Total Clarity Wealth Management’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Total Clarity Wealth Management’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 		$1.95M Buy
18,895
+6,549
+53% +$697K 0.38% 72
2026
Q1 		$1.23M Buy
12,346
+7,708
+166% +$786K 0.29% 82
2025
Q4 		$436K Buy
+4,638
New +$421K 0.11% 192

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 22.96% 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

Total Clarity Wealth Management's AVDV Position: Q2 2026 in Review

Total Clarity Wealth Management increased its Avantis International Small Cap Value ETF (AVDV) stake by 53% in Q2 2026, buying an estimated $697K and bringing the position to 18,895 shares worth $1.95M. The position accounts for 0.38% of the portfolio, ranked #72.

Total Clarity Wealth Management first reported a position in AVDV in Q4 2025 and has held it in 3 quarters since. 707 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

  • Total Clarity Wealth Management held 18,895 shares of Avantis International Small Cap Value ETF worth $1.95M as of Q2 2026.
  • Total Clarity Wealth Management bought 6,549 Avantis International Small Cap Value ETF shares in Q2 2026, an estimated $697K.
  • Avantis International Small Cap Value ETF made up 0.38% of Total Clarity Wealth Management's portfolio in Q2 2026, its #72 holding.
  • Total Clarity Wealth Management first reported a position in Avantis International Small Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 707 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on Total Clarity Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.