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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

BDWCC

B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

AFGAS

Allegiance Financial Group Advisory Services Vienna, Virginia $578M AUM 24.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Evanson Asset Management's AVIV Position: Q1 2026 in Review

Evanson Asset Management increased its Avantis International Large Cap Value ETF (AVIV) stake by 1.1% in Q1 2026, buying an estimated $9.09K and bringing the position to 11,505 shares worth $861K. The position accounts for 0.05% of the portfolio, ranked #147.

Evanson Asset Management first reported a position in AVIV in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.03M in Q3 2025. 184 funds tracked by Wall St. Rank hold AVIV as of Q1 2026.

Evanson Asset Management held 11,505 shares of Avantis International Large Cap Value ETF worth $861K as of Q1 2026.
Evanson Asset Management bought 120 Avantis International Large Cap Value ETF shares in Q1 2026, an estimated $9.09K.
Avantis International Large Cap Value ETF made up 0.05% of Evanson Asset Management's portfolio in Q1 2026, its #147 holding.
Evanson Asset Management first reported a position in Avantis International Large Cap Value ETF in Q1 2023 and has held it in 13 quarters since.
Evanson Asset Management's Avantis International Large Cap Value ETF position peaked at $1.03M in Q3 2025.
184 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.