B&D White Capital Company’s Avantis International Large Cap Value ETF AVIV Stock Holding History

B&D White Capital Company’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 Q1	$26.9M	Sell	359,416 -12,341	-3%	-$934K	3.33%	8
2025 Q4	$26.5M	Buy	371,757 +65,214	+21%	+$4.5M	3.07%	9
2025 Q3	$20.7M	Buy	306,543 +22,795	+8%	+$1.48M	2.65%	12
2025 Q2	$17.7M	Buy	283,748 +145,805	+106%	+$8.64M	2.69%	9
2025 Q1	$7.82M	Buy	137,943 +94,009	+214%	+$5.2M	1.15%	26
2024 Q4	$2.28M	Buy	43,934 +11,351	+35%	+$611K	0.38%	26
2024 Q3	$1.83M	Buy	+32,583	New	+$1.75M	0.32%	35

Other funds holding AVIV

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

AFGAS

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

FWP

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

B&D White Capital Company's AVIV Position: Q1 2026 in Review

B&D White Capital Company reduced its Avantis International Large Cap Value ETF (AVIV) stake by 3.3% in Q1 2026, selling an estimated $934K and leaving 359,416 shares worth $26.9M. The position accounts for 3.33% of the portfolio, ranked #8.

B&D White Capital Company first reported a position in AVIV in Q3 2024 and has held it in 7 quarters since. 183 funds tracked by Wall St. Rank hold AVIV as of Q1 2026.

B&D White Capital Company held 359,416 shares of Avantis International Large Cap Value ETF worth $26.9M as of Q1 2026.
B&D White Capital Company sold 12,341 Avantis International Large Cap Value ETF shares in Q1 2026, an estimated $934K.
Avantis International Large Cap Value ETF made up 3.33% of B&D White Capital Company's portfolio in Q1 2026, its #8 holding.
B&D White Capital Company first reported a position in Avantis International Large Cap Value ETF in Q3 2024 and has held it in 7 quarters since.
183 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q1 2026.

Based on B&D White Capital Company's 13F filing for Q1 2026, filed 13 May 2026.