Clune & Associates’s Avantis International Large Cap Value ETF AVIV Stock Holding History

Clune & Associates’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	$5.63M	Sell	72,725 -8,177	-10%	-$640K	0.85%	27
2026 Q1	$6.05M	Sell	80,902 -10,561	-12%	-$800K	1.14%	24
2025 Q4	$6.51M	Buy	91,463 +21,879	+31%	+$1.51M	1.41%	22
2025 Q3	$4.69M	Buy	69,584 +6,480	+10%	+$420K	1.17%	25
2025 Q2	$3.93M	Buy	63,104 +389	+0.6%	+$23.1K	1.08%	27
2025 Q1	$3.55M	Buy	62,715 +1,238	+2%	+$68.5K	1.09%	28
2024 Q4	$3.19M	Buy	+61,477	New	+$3.31M	1.06%	29

Other funds holding AVIV

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Clune & Associates's AVIV Position: Q2 2026 in Review

Clune & Associates reduced its Avantis International Large Cap Value ETF (AVIV) stake by 10% in Q2 2026, selling an estimated $640K and leaving 72,725 shares worth $5.63M. The position accounts for 0.85% of the portfolio, ranked #27.

Clune & Associates first reported a position in AVIV in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.51M in Q4 2025. 192 funds tracked by Wall St. Rank hold AVIV as of Q2 2026.

Clune & Associates held 72,725 shares of Avantis International Large Cap Value ETF worth $5.63M as of Q2 2026.
Clune & Associates sold 8,177 Avantis International Large Cap Value ETF shares in Q2 2026, an estimated $640K.
Avantis International Large Cap Value ETF made up 0.85% of Clune & Associates's portfolio in Q2 2026, its #27 holding.
Clune & Associates first reported a position in Avantis International Large Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
Clune & Associates's Avantis International Large Cap Value ETF position peaked at $6.51M in Q4 2025.
192 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.