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

Evanson Financial’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	$957K	Buy	+12,360	New	+$967K	0.05%	145

Other funds holding AVIV

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

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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

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

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

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

Evanson Financial's AVIV Position: Q2 2026 in Review

Evanson Financial opened a new position in Avantis International Large Cap Value ETF (AVIV) in Q2 2026: 12,360 shares worth $957K. The stake represents 0.05% of the portfolio and ranks #145 among its holdings.

192 funds tracked by Wall St. Rank hold AVIV as of Q2 2026.

Evanson Financial held 12,360 shares of Avantis International Large Cap Value ETF worth $957K as of Q2 2026.
Avantis International Large Cap Value ETF was a new Evanson Financial position in Q2 2026.
Avantis International Large Cap Value ETF made up 0.05% of Evanson Financial's portfolio in Q2 2026, its #145 holding.
192 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q2 2026.

Based on Evanson Financial's 13F filing for Q2 2026, filed 7 Jul 2026.