Envestnet Portfolio Solutions
AVIV icon

Envestnet Portfolio Solutions’s Avantis International Large Cap Value ETF AVIV Stock Holding History

Envestnet Portfolio Solutions’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
2025
Q1 		– Sell
-5,319
Closed -$276K – 1550
2024
Q4 		$276K Buy
5,319
+24
+0.5% +$1.29K ﹤0.01% 1542
2024
Q3 		$297K Buy
+5,295
New +$285K ﹤0.01% 1459

Other funds holding AVIV

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PP
PrairieView Partners St. Paul, Minnesota $1.03B AUM 11.4% 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
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $503M AUM 22.39% 1-Year Est. Return
WFA
Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return
FFG
Foundry Financial Group Laconia, New Hampshire $202M AUM 16.52% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Envestnet Portfolio Solutions's AVIV Position: Q1 2025 in Review

Envestnet Portfolio Solutions sold out of Avantis International Large Cap Value ETF (AVIV) in Q1 2025, closing a stake of 5,319 shares — an estimated $276K sold.

Envestnet Portfolio Solutions first reported a position in AVIV in Q3 2024 and held it in 2 quarters. The position peaked at $297K in Q3 2024. 121 funds tracked by Wall St. Rank hold AVIV as of Q1 2025.

  • Envestnet Portfolio Solutions reported no remaining Avantis International Large Cap Value ETF position as of Q1 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 5,319 Avantis International Large Cap Value ETF shares in Q1 2025, an estimated $276K.
  • Envestnet Portfolio Solutions first reported a position in Avantis International Large Cap Value ETF in Q3 2024 and held it in 2 quarters.
  • Envestnet Portfolio Solutions's Avantis International Large Cap Value ETF position peaked at $297K in Q3 2024.
  • 121 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q1 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2025, filed 21 Apr 2025.