TWD
AVDE icon

True Wealth Design’s Avantis International Equity ETF AVDE Stock Holding History

True Wealth Design’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 		$5.33M Sell
59,730
-700
-1% -$62.8K 1.27% 11
2026
Q1 		$5.13M Buy
60,430
+61
+0.1% +$5.3K 1.42% 11
2025
Q4 		$4.97M Sell
60,369
-3,943
-6% -$316K 1.46% 11
2025
Q3 		$5.07M Sell
64,312
-2,593
-4% -$197K 1.55% 11
2025
Q2 		$4.95M Buy
66,905
+2,635
+4% +$184K 1.74% 11
2025
Q1 		$4.26M Sell
64,270
-2,422
-4% -$158K 1.62% 8
2024
Q4 		$4.09M Buy
66,692
+13,493
+25% +$863K 1.59% 8
2024
Q3 		$3.57M Sell
53,199
-52,639
-50% -$3.38M 1.39% 9
2024
Q2 		$6.59M Sell
105,838
-3,937
-4% -$250K 1.63% 10
2024
Q1 		$7M Sell
109,775
-879
-0.8% -$53.5K 1.74% 10
2023
Q4 		$6.69M Sell
110,654
-2,728
-2% -$154K 1.88% 10
2023
Q3 		$6.31M Buy
113,382
+8,117
+8% +$466K 2.11% 10
2023
Q2 		$6.04M Sell
105,265
-2,169
-2% -$125K 2.21% 9
2023
Q1 		$6.13M Sell
107,434
-1,732
-2% -$97.6K 2.57% 8
2022
Q4 		$5.81M Buy
+109,166
New +$5.56M 2.69% 7

Other funds holding AVDE

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

True Wealth Design's AVDE Position: Q2 2026 in Review

True Wealth Design reduced its Avantis International Equity ETF (AVDE) stake by 1.2% in Q2 2026, selling an estimated $62.8K and leaving 59,730 shares worth $5.33M. The position accounts for 1.27% of the portfolio, ranked #11.

True Wealth Design first reported a position in AVDE in Q4 2022 and has held it in 15 quarters since. The position peaked at $7M in Q1 2024. 724 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

  • True Wealth Design held 59,730 shares of Avantis International Equity ETF worth $5.33M as of Q2 2026.
  • True Wealth Design sold 700 Avantis International Equity ETF shares in Q2 2026, an estimated $62.8K.
  • Avantis International Equity ETF made up 1.27% of True Wealth Design's portfolio in Q2 2026, its #11 holding.
  • True Wealth Design first reported a position in Avantis International Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Avantis International Equity ETF position peaked at $7M in Q1 2024.
  • 724 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.