UWM
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USAdvisors Wealth Management’s Avantis International Equity ETF AVDE Stock Holding History

USAdvisors Wealth 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 		$1.62M Buy
18,118
+282
+2% +$25.3K 0.46% 52
2026
Q1 		$1.47M Buy
17,836
+909
+5% +$79K 0.49% 48
2025
Q4 		$1.39M Buy
16,927
+1,490
+10% +$120K 0.46% 52
2025
Q3 		$1.22M Buy
15,437
+47
+0.3% +$3.58K 0.42% 58
2025
Q2 		$1.14M Buy
15,390
+166
+1% +$11.6K 0.42% 58
2025
Q1 		$1.01M Sell
15,224
-2,679
-15% -$174K 0.35% 60
2024
Q4 		$1.1M Buy
17,903
+76
+0.4% +$4.86K 0.36% 59
2024
Q3 		$1.2M Buy
17,827
+743
+4% +$47.8K 0.42% 56
2024
Q2 		$1.06M Buy
17,084
+294
+2% +$18.7K 0.37% 57
2024
Q1 		$1.07M Buy
16,790
+168
+1% +$10.2K 0.4% 58
2023
Q4 		$1M Sell
16,622
-2,264
-12% -$128K 0.42% 56
2023
Q3 		$1.05M Sell
18,886
-183
-1% -$10.5K 0.47% 53
2023
Q2 		$1.09M Buy
19,069
+480
+3% +$27.7K 0.52% 52
2023
Q1 		$1.06M Buy
18,589
+692
+4% +$39K 0.5% 54
2022
Q4 		$952K Buy
17,897
+6,661
+59% +$339K 0.46% 56
2022
Q3 		$513K Buy
11,236
+1,004
+10% +$51.1K 0.26% 76
2022
Q2 		$521K Buy
10,232
+450
+5% +$25.3K 0.26% 76
2022
Q1 		$590K Buy
9,782
+2,090
+27% +$128K 0.25% 78
2021
Q4 		$488K Buy
+7,692
New +$489K 0.2% 84

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

USAdvisors Wealth Management's AVDE Position: Q2 2026 in Review

USAdvisors Wealth Management increased its Avantis International Equity ETF (AVDE) stake by 1.6% in Q2 2026, buying an estimated $25.3K and bringing the position to 18,118 shares worth $1.62M. The position accounts for 0.46% of the portfolio, ranked #52.

USAdvisors Wealth Management first reported a position in AVDE in Q4 2021 and has held it in 19 quarters since. 725 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

  • USAdvisors Wealth Management held 18,118 shares of Avantis International Equity ETF worth $1.62M as of Q2 2026.
  • USAdvisors Wealth Management bought 282 Avantis International Equity ETF shares in Q2 2026, an estimated $25.3K.
  • Avantis International Equity ETF made up 0.46% of USAdvisors Wealth Management's portfolio in Q2 2026, its #52 holding.
  • USAdvisors Wealth Management first reported a position in Avantis International Equity ETF in Q4 2021 and has held it in 19 quarters since.
  • 725 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on USAdvisors Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.