WWM
AVDS icon

Westwood Wealth Management’s Avantis International Small Cap Equity ETF AVDS Stock Holding History

Westwood Wealth Management’s Portfolio AVDS Stock Details AVDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3,477
Closed -$243K – 48
2025
Q4 		$243K Buy
+3,477
New +$236K 0.18% 91

Other funds holding AVDS

TNA
True North Advisors Dallas, Texas $1.05B AUM 22.99% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
CWP
Cornerstone Wealth Partners Okemos, Michigan $215M AUM
NWS
Nvest Wealth Strategies Powell, Ohio $160M AUM

Westwood Wealth Management's AVDS Position: Q1 2026 in Review

Westwood Wealth Management sold out of Avantis International Small Cap Equity ETF (AVDS) in Q1 2026, closing a stake of 3,477 shares — an estimated $243K sold.

Westwood Wealth Management first reported a position in AVDS in Q4 2025 and held it in 1 quarter. The position peaked at $243K in Q4 2025. 62 funds tracked by Wall St. Rank hold AVDS as of Q1 2026.

  • Westwood Wealth Management reported no remaining Avantis International Small Cap Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Westwood Wealth Management sold 3,477 Avantis International Small Cap Equity ETF shares in Q1 2026, an estimated $243K.
  • Westwood Wealth Management first reported a position in Avantis International Small Cap Equity ETF in Q4 2025 and held it in 1 quarter.
  • Westwood Wealth Management's Avantis International Small Cap Equity ETF position peaked at $243K in Q4 2025.
  • 62 funds tracked by Wall St. Rank held Avantis International Small Cap Equity ETF as of Q1 2026.

Based on Westwood Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.