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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

American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Beaird Harris Wealth Management's AVIV Position: Q2 2026 in Review

Beaird Harris Wealth Management reduced its Avantis International Large Cap Value ETF (AVIV) stake by 0.41% in Q2 2026, selling an estimated $36.6K and leaving 114,886 shares worth $8.89M. The position accounts for 0.56% of the portfolio, ranked #28.

Beaird Harris Wealth Management first reported a position in AVIV in Q4 2021 and has held it in 19 quarters since. 192 funds tracked by Wall St. Rank hold AVIV as of Q2 2026.

  • Beaird Harris Wealth Management held 114,886 shares of Avantis International Large Cap Value ETF worth $8.89M as of Q2 2026.
  • Beaird Harris Wealth Management sold 468 Avantis International Large Cap Value ETF shares in Q2 2026, an estimated $36.6K.
  • Avantis International Large Cap Value ETF made up 0.56% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Beaird Harris Wealth Management first reported a position in Avantis International Large Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 192 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.