Beaird Harris Wealth Management’s Avantis International Large Cap Value ETF AVIV Stock Holding History

Beaird Harris Wealth Management’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	$8.89M	Sell	114,886 -468	-0.4%	-$36.6K	0.56%	28
2026 Q1	$8.63M	Sell	115,354 -4,692	-4%	-$355K	0.59%	29
2025 Q4	$8.55M	Sell	120,046 -2,630	-2%	-$182K	0.59%	29
2025 Q3	$8.27M	Sell	122,676 -1,287	-1%	-$83.3K	0.59%	29
2025 Q2	$7.71M	Sell	123,963 -1,380	-1%	-$81.8K	0.6%	28
2025 Q1	$7.1M	Sell	125,343 -3,006	-2%	-$166K	0.6%	26
2024 Q4	$6.66M	Sell	128,349 -570	-0.4%	-$30.7K	0.58%	30
2024 Q3	$7.24M	Sell	128,919 -604	-0.5%	-$32.5K	0.63%	26
2024 Q2	$6.79M	Sell	129,523 -6,574	-5%	-$354K	0.64%	26
2024 Q1	$7.36M	Buy	136,097 +1,570	+1%	+$80.9K	0.72%	24
2023 Q4	$6.93M	Buy	134,527 +1,934	+1%	+$94.1K	0.73%	26
2023 Q3	$6.38M	Sell	132,593 -860	-0.6%	-$42.2K	0.76%	24
2023 Q2	$6.49M	Sell	133,453 -5,389	-4%	-$262K	0.78%	24
2023 Q1	$6.69M	Sell	138,842 -3,981	-3%	-$191K	1.2%	19
2022 Q4	$6.44M	Buy	142,823 +44,774	+46%	+$1.93M	1.2%	19
2022 Q3	$3.73M	Buy	98,049 +83,004	+552%	+$3.49M	0.82%	23
2022 Q2	$640K	Buy	15,045 +12,577	+510%	+$593K	0.18%	43
2022 Q1	$124K	Buy	2,468 +638	+35%	+$32.3K	0.04%	113
2021 Q4	$93K	Buy	+1,830	New	+$92.6K	0.03%	178

Other funds holding AVIV

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

Kilner Capital Advisors Gaithersburg, Maryland $117M AUM

Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return

Dixon Fnancial Services Lafayette, California $247M AUM 29.3% 1-Year Est. Return