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Evanson Asset Management’s Avantis International Large Cap Value ETF AVIV Stock Holding History

Evanson Asset 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 		$861K Buy
11,505
+120
+1% +$9.09K 0.05% 147
2025
Q4 		$811K Sell
11,385
-3,951
-26% -$273K 0.04% 157
2025
Q3 		$1.03M Hold
15,336
– – 0.06% 137
2025
Q2 		$954K Buy
15,336
+190
+1% +$11.3K 0.06% 143
2025
Q1 		$858K Buy
15,146
+430
+3% +$23.8K 0.06% 136
2024
Q4 		$764K Buy
14,716
+4,236
+40% +$228K 0.05% 144
2024
Q3 		$588K Hold
10,480
– – 0.04% 158
2024
Q2 		$550K Buy
10,480
+428
+4% +$23.1K 0.04% 159
2024
Q1 		$544K Buy
10,052
+5,609
+126% +$289K 0.04% 171
2023
Q4 		$229K Sell
4,443
-261
-6% -$12.7K 0.02% 265
2023
Q3 		$226K Hold
4,704
– – 0.02% 249
2023
Q2 		$229K Buy
4,704
+478
+11% +$23.2K 0.02% 252
2023
Q1 		$204K Buy
+4,226
New +$202K 0.02% 251

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