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

BlackDiamond 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 Q1	$219K	Hold	2,924	–	–	0.11%	188
2025 Q4	$230K	Buy	+2,924	New	+$202K	0.11%	179
2025 Q1	–	Sell	-35,265	Closed	-$1.83M	–	156
2024 Q4	$1.83M	Sell	35,265 -88	-0.2%	-$4.74K	1.06%	29
2024 Q3	$1.87M	Buy	35,353 +15,287	+76%	+$823K	1.13%	30
2024 Q2	$1.03M	Sell	20,066 -8,648	-30%	-$466K	0.68%	42
2024 Q1	$1.55M	Sell	28,714 -8,209	-22%	-$423K	1.11%	28
2023 Q4	$1.85M	Sell	36,923 -8,734	-19%	-$425K	1.36%	20
2023 Q3	$2.11M	Buy	45,657 +4,304	+10%	+$211K	1.91%	14
2023 Q2	$2.09M	Buy	+41,353	New	+$2.01M	1.76%	14

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

BDWCC

B&D White Capital Company Lakeway, Texas $809M AUM 19.33% 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

BlackDiamond Wealth Management's AVIV Position: Q1 2026 in Review

BlackDiamond Wealth Management held its Avantis International Large Cap Value ETF (AVIV) position steady in Q1 2026 at 2,924 shares worth $219K. The position accounts for 0.11% of the portfolio, ranked #188.

BlackDiamond Wealth Management first reported a position in AVIV in Q2 2023 and has held it in 9 quarters since. The position peaked at $2.11M in Q3 2023. 183 funds tracked by Wall St. Rank hold AVIV as of Q1 2026.

BlackDiamond Wealth Management held 2,924 shares of Avantis International Large Cap Value ETF worth $219K as of Q1 2026.
BlackDiamond Wealth Management left its Avantis International Large Cap Value ETF share count unchanged in Q1 2026.
Avantis International Large Cap Value ETF made up 0.11% of BlackDiamond Wealth Management's portfolio in Q1 2026, its #188 holding.
BlackDiamond Wealth Management first reported a position in Avantis International Large Cap Value ETF in Q2 2023 and has held it in 9 quarters since.
BlackDiamond Wealth Management's Avantis International Large Cap Value ETF position peaked at $2.11M in Q3 2023.
183 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q1 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.