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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
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

American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $578M AUM 24.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Cherry Tree Wealth Management's AVIV Position: Q1 2026 in Review

Cherry Tree Wealth Management reduced its Avantis International Large Cap Value ETF (AVIV) stake by 17% in Q1 2026, selling an estimated $14.3K and leaving 941 shares worth $70.4K. The position accounts for 0.01% of the portfolio, ranked #239.

Cherry Tree Wealth Management first reported a position in AVIV in Q4 2023 and has held it in 10 quarters since. The position peaked at $80.5K in Q4 2025. 184 funds tracked by Wall St. Rank hold AVIV as of Q1 2026.

  • Cherry Tree Wealth Management held 941 shares of Avantis International Large Cap Value ETF worth $70.4K as of Q1 2026.
  • Cherry Tree Wealth Management sold 189 Avantis International Large Cap Value ETF shares in Q1 2026, an estimated $14.3K.
  • Avantis International Large Cap Value ETF made up 0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #239 holding.
  • Cherry Tree Wealth Management first reported a position in Avantis International Large Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
  • Cherry Tree Wealth Management's Avantis International Large Cap Value ETF position peaked at $80.5K in Q4 2025.
  • 184 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.