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

Forum Financial 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
Q2 		$285K Sell
3,687
-314
-8% -$24.6K ﹤0.01% 279
2026
Q1 		$299K Sell
4,001
-788
-16% -$59.7K ﹤0.01% 258
2025
Q4 		$341K Hold
4,789
– – ﹤0.01% 679
2025
Q3 		$323K Hold
4,789
– – ﹤0.01% 700
2025
Q2 		$298K Hold
4,789
– – ﹤0.01% 672
2025
Q1 		$271K Buy
+4,789
New +$265K ﹤0.01% 644

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

Forum Financial Management's AVIV Position: Q2 2026 in Review

Forum Financial Management reduced its Avantis International Large Cap Value ETF (AVIV) stake by 7.8% in Q2 2026, selling an estimated $24.6K and leaving 3,687 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #279.

Forum Financial Management first reported a position in AVIV in Q1 2025 and has held it in 6 quarters since. The position peaked at $341K in Q4 2025. 192 funds tracked by Wall St. Rank hold AVIV as of Q2 2026.

  • Forum Financial Management held 3,687 shares of Avantis International Large Cap Value ETF worth $285K as of Q2 2026.
  • Forum Financial Management sold 314 Avantis International Large Cap Value ETF shares in Q2 2026, an estimated $24.6K.
  • Avantis International Large Cap Value ETF made up ﹤0.01% of Forum Financial Management's portfolio in Q2 2026, its #279 holding.
  • Forum Financial Management first reported a position in Avantis International Large Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
  • Forum Financial Management's Avantis International Large Cap Value ETF position peaked at $341K in Q4 2025.
  • 192 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.