Greenwich Wealth Management’s Avantis International Large Cap Value ETF AVIV Stock Holding History

Greenwich Wealth 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	$946K	Sell	12,648 -324	-2%	-$24.5K	0.04%	159
2025 Q4	$924K	Buy	12,972 +2	+0%	+$138	0.04%	151
2025 Q3	$875K	Hold	12,970	–	–	0.04%	156
2025 Q2	$807K	Hold	12,970	–	–	0.04%	143
2025 Q1	$735K	Hold	12,970	–	–	0.06%	138
2024 Q4	$673K	Buy	12,970 +1	+0%	+$54	0.05%	142
2024 Q3	$728K	Sell	12,969 -20	-0.2%	-$1.08K	0.05%	140
2024 Q2	$681K	Sell	12,989 -78	-0.6%	-$4.21K	0.05%	134
2024 Q1	$707K	Sell	13,067 -1,746	-12%	-$89.9K	0.06%	136
2023 Q4	$763K	Sell	14,813 -9,930	-40%	-$483K	0.08%	129
2023 Q3	$1.19M	Sell	24,743 -1,088	-4%	-$53.3K	0.13%	90
2023 Q2	$1.26M	Sell	25,831 -1,791	-6%	-$87.1K	0.13%	93
2023 Q1	$1.33M	Buy	27,622 +544	+2%	+$26.1K	0.15%	91
2022 Q4	$1.22M	Sell	27,078 -2,978	-10%	-$128K	0.13%	94
2022 Q3	$1.14M	Sell	30,056 -3,991	-12%	-$168K	0.12%	101
2022 Q2	$1.45M	Buy	+34,047	New	+$1.6M	0.19%	85

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

Jones Financial Companies

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

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

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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