Global Retirement Partners’s Avantis International Large Cap Value ETF AVIV Stock Holding History

Global Retirement Partners’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
2025 Q4	$791	Hold	11	–	–	﹤0.01%	3928
2025 Q3	$738	Sell	11 -92	-89%	-$5.96K	﹤0.01%	3587
2025 Q2	$6.41K	Buy	+103	New	+$6.1K	﹤0.01%	2800
2024 Q4	$558	Hold	11	–	–	﹤0.01%	3380
2024 Q3	$596	Hold	11	–	–	﹤0.01%	3242
2024 Q2	$556	Buy	11 +1	+10%	+$54	﹤0.01%	3277
2024 Q1	$562	Hold	10	–	–	﹤0.01%	3113
2023 Q4	$518	Hold	10	–	–	﹤0.01%	3073
2023 Q3	$474	Hold	10	–	–	﹤0.01%	2974
2023 Q2	$497	Hold	10	–	–	﹤0.01%	2956
2023 Q1	$483	Buy	+10	New	+$479	﹤0.01%	2932

Other funds holding AVIV

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

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

B&D White Capital Company Lakeway, Texas $809M AUM 19.33% 1-Year Est. Return

Allegiance Financial Group Advisory Services Vienna, Virginia $503M AUM 22.39% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Foundry Financial Group Laconia, New Hampshire $202M AUM 16.52% 1-Year Est. Return