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

Cypress Point 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 Q2	$1.94M	Sell	25,115 -1,175	-4%	-$91.9K	0.4%	40
2026 Q1	$1.97M	Sell	26,290 -62	-0.2%	-$4.69K	0.42%	37
2025 Q4	$1.88M	Sell	26,352 -163	-0.6%	-$11.3K	0.41%	36
2025 Q3	$1.79M	Sell	26,515 -90	-0.3%	-$5.83K	0.36%	35
2025 Q2	$1.66M	Sell	26,605 -63	-0.2%	-$3.73K	0.4%	33
2025 Q1	$1.51M	Sell	26,668 -578	-2%	-$32K	0.48%	34
2024 Q4	$1.41M	Sell	27,246 -3	-0%	-$161	0.44%	36
2024 Q3	$1.53M	Hold	27,249	–	–	0.6%	35
2024 Q2	$1.43M	Hold	27,249	–	–	0.68%	33
2024 Q1	$1.47M	Hold	27,249	–	–	0.75%	31
2023 Q4	$1.4M	Hold	27,249	–	–	1.04%	26
2023 Q3	$1.31M	Sell	27,249 -2,904	-10%	-$142K	1.15%	22
2023 Q2	$1.47M	Buy	30,153 +819	+3%	+$39.8K	1.56%	16
2023 Q1	$1.41M	Buy	29,334 +4,023	+16%	+$193K	1.99%	13
2022 Q4	$1.14M	Buy	+25,311	New	+$1.09M	1.79%	18

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

Cypress Point Wealth Management's AVIV Position: Q2 2026 in Review

Cypress Point Wealth Management reduced its Avantis International Large Cap Value ETF (AVIV) stake by 4.5% in Q2 2026, selling an estimated $91.9K and leaving 25,115 shares worth $1.94M. The position accounts for 0.4% of the portfolio, ranked #40.

Cypress Point Wealth Management first reported a position in AVIV in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.97M in Q1 2026. 192 funds tracked by Wall St. Rank hold AVIV as of Q2 2026.

Cypress Point Wealth Management held 25,115 shares of Avantis International Large Cap Value ETF worth $1.94M as of Q2 2026.
Cypress Point Wealth Management sold 1,175 Avantis International Large Cap Value ETF shares in Q2 2026, an estimated $91.9K.
Avantis International Large Cap Value ETF made up 0.4% of Cypress Point Wealth Management's portfolio in Q2 2026, its #40 holding.
Cypress Point Wealth Management first reported a position in Avantis International Large Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
Cypress Point Wealth Management's Avantis International Large Cap Value ETF position peaked at $1.97M in Q1 2026.
192 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q2 2026.

Based on Cypress Point Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.