Corient Private Wealth
AVIV icon

Corient Private Wealth’s Avantis International Large Cap Value ETF AVIV Stock Holding History

Corient Private Wealth’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 		$4.16M Sell
53,787
-7,758
-13% -$607K 0.01% 979
2026
Q1 		$4.59M Buy
61,545
+2,389
+4% +$181K 0.01% 884
2025
Q4 		$4.21M Buy
59,156
+52,984
+858% +$3.66M 0.01% 831
2025
Q3 		$416K Sell
6,172
-52,552
-89% -$3.4M ﹤0.01% 1915
2025
Q2 		$3.65M Buy
58,724
+55,094
+1,518% +$3.26M ﹤0.01% 802
2025
Q1 		$206K Buy
+3,630
New +$201K ﹤0.01% 2063
2024
Q3 		– Sell
-4,265
Closed -$224K – 2467
2024
Q2 		$224K Buy
+4,265
New +$230K ﹤0.01% 2069

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

Corient Private Wealth's AVIV Position: Q2 2026 in Review

Corient Private Wealth reduced its Avantis International Large Cap Value ETF (AVIV) stake by 13% in Q2 2026, selling an estimated $607K and leaving 53,787 shares worth $4.16M. The position accounts for 0.01% of the portfolio, ranked #979.

Corient Private Wealth first reported a position in AVIV in Q2 2024 and has held it in 7 quarters since. The position peaked at $4.59M in Q1 2026. 192 funds tracked by Wall St. Rank hold AVIV as of Q2 2026.

  • Corient Private Wealth held 53,787 shares of Avantis International Large Cap Value ETF worth $4.16M as of Q2 2026.
  • Corient Private Wealth sold 7,758 Avantis International Large Cap Value ETF shares in Q2 2026, an estimated $607K.
  • Avantis International Large Cap Value ETF made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #979 holding.
  • Corient Private Wealth first reported a position in Avantis International Large Cap Value ETF in Q2 2024 and has held it in 7 quarters since.
  • Corient Private Wealth's Avantis International Large Cap Value ETF position peaked at $4.59M in Q1 2026.
  • 192 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.