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 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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

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

B&D White Capital Company Lakeway, Texas $809M AUM 19.33% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Allegiance Financial Group Advisory Services Vienna, Virginia $503M AUM 22.39% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return