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International Assets Investment Management’s Avantis US Equity ETF AVUS Stock Holding History

International Assets Investment Management’s Portfolio AVUS Stock Details AVUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$438K Sell
3,435
-55
-2% -$6.78K 0.03% 543
2026
Q1 		$391K Sell
3,490
-120
-3% -$13.7K 0.03% 541
2025
Q4 		$403K Buy
3,610
+1
+0% +$110 0.03% 531
2025
Q3 		$365K Hold
3,609
– – 0.03% 542
2025
Q2 		$364K Hold
3,609
– – 0.03% 546
2025
Q1 		$333K Buy
3,609
+311
+9% +$30.3K 0.03% 537
2024
Q4 		$319K Buy
+3,298
New +$324K 0.03% 551

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

International Assets Investment Management's AVUS Position: Q2 2026 in Review

International Assets Investment Management reduced its Avantis US Equity ETF (AVUS) stake by 1.6% in Q2 2026, selling an estimated $6.78K and leaving 3,435 shares worth $438K. The position accounts for 0.03% of the portfolio, ranked #543.

International Assets Investment Management first reported a position in AVUS in Q4 2024 and has held it in 7 quarters since. 578 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • International Assets Investment Management held 3,435 shares of Avantis US Equity ETF worth $438K as of Q2 2026.
  • International Assets Investment Management sold 55 Avantis US Equity ETF shares in Q2 2026, an estimated $6.78K.
  • Avantis US Equity ETF made up 0.03% of International Assets Investment Management's portfolio in Q2 2026, its #543 holding.
  • International Assets Investment Management first reported a position in Avantis US Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • 578 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.