Cherry Tree Wealth Management
AVIV icon

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

Cherry Tree 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
Q3 		$74.9K Hold
941
– – 0.01% 249
2026
Q2 		$72.9K Hold
941
– – 0.01% 251
2026
Q1 		$70.4K Sell
941
-189
-17% -$14.3K 0.01% 239
2025
Q4 		$80.5K Hold
1,130
– – 0.02% 230
2025
Q3 		$76.2K Hold
1,130
– – 0.02% 233
2025
Q2 		$70.3K Sell
1,130
-64
-5% -$3.79K 0.02% 238
2025
Q1 		$67.7K Buy
1,194
+27
+2% +$1.49K 0.02% 238
2024
Q4 		$60.6K Hold
1,167
– – 0.02% 243
2024
Q3 		$65.5K Buy
1,167
+89
+8% +$4.79K 0.02% 244
2024
Q2 		$56.5K Buy
1,078
+279
+35% +$15K 0.01% 247
2024
Q1 		$43.2K Hold
799
– – 0.01% 258
2023
Q4 		$41.1K Buy
+799
New +$38.9K 0.01% 253

Other funds holding AVIV

Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Global Strategic Investment Solutions
Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Symmetry Partners
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return
Financial Management Network
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
Foundry Financial Group
Foundry Financial Group Laconia, New Hampshire $241M AUM 15.48% 1-Year Est. Return
Northland Capital Management
Northland Capital Management Virginia, Minnesota $218M AUM 8.87% 1-Year Est. Return
Fonville Wealth Management
Fonville Wealth Management Richmond, Virginia $663M AUM 11.84% 1-Year Est. Return
Cornerstone Wealth Partners
Cornerstone Wealth Partners Okemos, Michigan $252M AUM 15.1% 1-Year Est. Return
Harbor Group
Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return

Cherry Tree Wealth Management's AVIV Position: Q3 2026 in Review

Cherry Tree Wealth Management held its Avantis International Large Cap Value ETF (AVIV) position steady in Q3 2026 at 941 shares worth $74.9K. The position accounts for 0.01% of the portfolio, ranked #249.

Cherry Tree Wealth Management first reported a position in AVIV in Q4 2023 and has held it in 12 quarters since. The position peaked at $80.5K in Q4 2025. 68 funds tracked by Wall St. Rank hold AVIV as of Q3 2026.

  • Cherry Tree Wealth Management held 941 shares of Avantis International Large Cap Value ETF worth $74.9K as of Q3 2026.
  • Cherry Tree Wealth Management left its Avantis International Large Cap Value ETF share count unchanged in Q3 2026.
  • Avantis International Large Cap Value ETF made up 0.01% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #249 holding.
  • Cherry Tree Wealth Management first reported a position in Avantis International Large Cap Value ETF in Q4 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's Avantis International Large Cap Value ETF position peaked at $80.5K in Q4 2025.
  • 68 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.