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Approach Retirement Advisors’s Avantis International Large Cap Value ETF AVIV Stock Holding History

Approach Retirement Advisors’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
2026
Q2 		$276K Sell
3,561
-20
-0.6% -$1.56K 0.2% 73
2026
Q1 		$268K Sell
3,581
-982
-22% -$74.4K 0.22% 72
2025
Q4 		$325K Buy
+4,563
New +$315K 0.28% 65

Other funds holding AVIV

AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $578M AUM 24.83% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
FFG
Foundry Financial Group Laconia, New Hampshire $231M AUM 22.2% 1-Year Est. Return
WFA
Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

Approach Retirement Advisors's AVIV Position: Q2 2026 in Review

Approach Retirement Advisors reduced its Avantis International Large Cap Value ETF (AVIV) stake by 0.56% in Q2 2026, selling an estimated $1.56K and leaving 3,561 shares worth $276K. The position accounts for 0.2% of the portfolio, ranked #73.

Approach Retirement Advisors first reported a position in AVIV in Q4 2025 and has held it in 3 quarters since. The position peaked at $325K in Q4 2025. 105 funds tracked by Wall St. Rank hold AVIV as of Q2 2026.

  • Approach Retirement Advisors held 3,561 shares of Avantis International Large Cap Value ETF worth $276K as of Q2 2026.
  • Approach Retirement Advisors sold 20 Avantis International Large Cap Value ETF shares in Q2 2026, an estimated $1.56K.
  • Avantis International Large Cap Value ETF made up 0.2% of Approach Retirement Advisors's portfolio in Q2 2026, its #73 holding.
  • Approach Retirement Advisors first reported a position in Avantis International Large Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Approach Retirement Advisors's Avantis International Large Cap Value ETF position peaked at $325K in Q4 2025.
  • 105 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q2 2026.

Based on Approach Retirement Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.