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

EverSource 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 		– Sell
-226
Closed -$16.9K – 4403
2026
Q1 		$16.9K Sell
226
-351
-61% -$26.6K ﹤0.01% 2611
2025
Q4 		$41.1K Hold
577
– – ﹤0.01% 1886
2025
Q3 		$38.9K Sell
577
-63
-10% -$4.08K ﹤0.01% 1890
2025
Q2 		$39.8K Buy
+640
New +$37.9K ﹤0.01% 1771

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

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

EverSource Wealth Advisors sold out of Avantis International Large Cap Value ETF (AVIV) in Q2 2026, closing a stake of 226 shares — an estimated $16.9K sold.

EverSource Wealth Advisors first reported a position in AVIV in Q2 2025 and held it in 4 quarters. The position peaked at $41.1K in Q4 2025. 192 funds tracked by Wall St. Rank hold AVIV as of Q2 2026.

  • EverSource Wealth Advisors reported no remaining Avantis International Large Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • EverSource Wealth Advisors sold 226 Avantis International Large Cap Value ETF shares in Q2 2026, an estimated $16.9K.
  • EverSource Wealth Advisors first reported a position in Avantis International Large Cap Value ETF in Q2 2025 and held it in 4 quarters.
  • EverSource Wealth Advisors's Avantis International Large Cap Value ETF position peaked at $41.1K in Q4 2025.
  • 192 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.