Acorn Financial Advisory Services’s Avantis International Large Cap Value ETF AVIV Stock Holding History

Acorn Financial Advisory Services’s Portfolio AVIV Stock Details AVIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-39,249	Closed	-$2M	–	211
2023 Q4	$2M	Sell	39,249 -2,809	-7%	-$137K	0.35%	40
2023 Q3	$2M	Buy	42,058 +1,407	+3%	+$69K	0.36%	41
2023 Q2	$1.98M	Buy	40,651 +42	+0.1%	+$2.04K	0.35%	40
2023 Q1	$1.96M	Buy	40,609 +1,329	+3%	+$63.7K	0.38%	32
2022 Q4	$1.77M	Buy	39,280 +10,003	+34%	+$431K	0.38%	32
2022 Q3	$1.11M	Buy	+29,277	New	+$1.23M	0.27%	58

Other funds holding AVIV

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

WFA

Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return

AFGAS

Allegiance Financial Group Advisory Services Vienna, Virginia $503M AUM 22.39% 1-Year Est. Return

FFG

Foundry Financial Group Laconia, New Hampshire $231M AUM 22.2% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

BAM

Bayshore Asset Management Coral Gables, Florida $280M AUM 27.14% 1-Year Est. Return

PrairieView Partners St. Paul, Minnesota $1.03B AUM 11.4% 1-Year Est. Return

ACP

Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return

Acorn Financial Advisory Services's AVIV Position: Q1 2024 in Review

Acorn Financial Advisory Services sold out of Avantis International Large Cap Value ETF (AVIV) in Q1 2024, closing a stake of 39,249 shares — an estimated $2M sold.

Acorn Financial Advisory Services first reported a position in AVIV in Q3 2022 and held it in 6 quarters. The position peaked at $2M in Q4 2023. 90 funds tracked by Wall St. Rank hold AVIV as of Q1 2024.

Acorn Financial Advisory Services reported no remaining Avantis International Large Cap Value ETF position as of Q1 2024 after selling out during the quarter.
Acorn Financial Advisory Services sold 39,249 Avantis International Large Cap Value ETF shares in Q1 2024, an estimated $2M.
Acorn Financial Advisory Services first reported a position in Avantis International Large Cap Value ETF in Q3 2022 and held it in 6 quarters.
Acorn Financial Advisory Services's Avantis International Large Cap Value ETF position peaked at $2M in Q4 2023.
90 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q1 2024.

Based on Acorn Financial Advisory Services's 13F filing for Q1 2024, filed 8 May 2024.