EWA
AVIV icon

Etesian Wealth Advisors’s Avantis International Large Cap Value ETF AVIV Stock Holding History

Etesian Wealth Advisors’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 		$469K Hold
6,268
– – 0.15% 94
2025
Q4 		$446K Hold
6,268
– – 0.14% 98
2025
Q3 		$423K Hold
6,268
– – 0.14% 104
2025
Q2 		$390K Hold
6,268
– – 0.15% 104
2025
Q1 		$355K Hold
6,268
– – 0.15% 111
2024
Q4 		$325K Hold
6,268
– – 0.14% 119
2024
Q3 		$352K Sell
6,268
-182
-3% -$9.8K 0.16% 119
2024
Q2 		$338K Sell
6,450
-246
-4% -$13.3K 0.19% 99
2024
Q1 		$362K Hold
6,696
– – 0.21% 96
2023
Q4 		$345K Buy
6,696
+246
+4% +$12K 0.21% 95
2023
Q3 		$311K Buy
+6,450
New +$316K 0.21% 94

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 $376B AUM 19.32% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return