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 Q2	$979K	Buy	12,649 +1	+0%	+$78	0.04%	159
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 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

Greenwich Wealth Management's AVIV Position: Q2 2026 in Review

Greenwich Wealth Management increased its Avantis International Large Cap Value ETF (AVIV) stake by 0.01% in Q2 2026, buying an estimated $78 and bringing the position to 12,649 shares worth $979K. The position accounts for 0.04% of the portfolio, ranked #159.

Greenwich Wealth Management first reported a position in AVIV in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.45M in Q2 2022. 192 funds tracked by Wall St. Rank hold AVIV as of Q2 2026.

Greenwich Wealth Management held 12,649 shares of Avantis International Large Cap Value ETF worth $979K as of Q2 2026.
Greenwich Wealth Management bought 1 Avantis International Large Cap Value ETF share in Q2 2026, an estimated $78.
Avantis International Large Cap Value ETF made up 0.04% of Greenwich Wealth Management's portfolio in Q2 2026, its #159 holding.
Greenwich Wealth Management first reported a position in Avantis International Large Cap Value ETF in Q2 2022 and has held it in 17 quarters since.
Greenwich Wealth Management's Avantis International Large Cap Value ETF position peaked at $1.45M in Q2 2022.
192 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q2 2026.

Based on Greenwich Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.