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Donor Advised Charitable Giving’s Avantis International Large Cap Value ETF AVIV Stock Holding History

Donor Advised Charitable Giving’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 		– Sell
-3,507
Closed -$250K – 34
2025
Q4 		$250K Buy
+3,507
New +$242K 0.01% 37

Other funds holding AVIV

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 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 $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
AFGAS
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Donor Advised Charitable Giving's AVIV Position: Q1 2026 in Review

Donor Advised Charitable Giving sold out of Avantis International Large Cap Value ETF (AVIV) in Q1 2026, closing a stake of 3,507 shares — an estimated $250K sold.

Donor Advised Charitable Giving first reported a position in AVIV in Q4 2025 and held it in 1 quarter. The position peaked at $250K in Q4 2025. 183 funds tracked by Wall St. Rank hold AVIV as of Q1 2026.

  • Donor Advised Charitable Giving reported no remaining Avantis International Large Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • Donor Advised Charitable Giving sold 3,507 Avantis International Large Cap Value ETF shares in Q1 2026, an estimated $250K.
  • Donor Advised Charitable Giving first reported a position in Avantis International Large Cap Value ETF in Q4 2025 and held it in 1 quarter.
  • Donor Advised Charitable Giving's Avantis International Large Cap Value ETF position peaked at $250K in Q4 2025.
  • 183 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q1 2026.

Based on Donor Advised Charitable Giving's 13F filing for Q1 2026, filed 21 Apr 2026.