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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
Q2 		$485K Hold
6,268
– – 0.14% 88
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 $226B AUM 44.75% 1-Year Est. Return
Bank of America
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
LPL Financial
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

Etesian Wealth Advisors's AVIV Position: Q2 2026 in Review

Etesian Wealth Advisors held its Avantis International Large Cap Value ETF (AVIV) position steady in Q2 2026 at 6,268 shares worth $485K. The position accounts for 0.14% of the portfolio, ranked #88.

Etesian Wealth Advisors first reported a position in AVIV in Q3 2023 and has held it in 12 quarters since. 192 funds tracked by Wall St. Rank hold AVIV as of Q2 2026.

  • Etesian Wealth Advisors held 6,268 shares of Avantis International Large Cap Value ETF worth $485K as of Q2 2026.
  • Etesian Wealth Advisors left its Avantis International Large Cap Value ETF share count unchanged in Q2 2026.
  • Avantis International Large Cap Value ETF made up 0.14% of Etesian Wealth Advisors's portfolio in Q2 2026, its #88 holding.
  • Etesian Wealth Advisors first reported a position in Avantis International Large Cap Value ETF in Q3 2023 and has held it in 12 quarters since.
  • 192 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q2 2026.

Based on Etesian Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.