Itau Unibanco Holding S.A.’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Itau Unibanco Holding S.A.’s Portfolio AVUV Stock Details AVUV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-4,261	Closed	-$471K	–	404
2026 Q1	$471K	Buy	+4,261	New	+$469K	0.01%	159

Other funds holding AVUV

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Itau Unibanco Holding S.A.'s AVUV Position: Q2 2026 in Review

Itau Unibanco Holding S.A. sold out of Avantis US Small Cap Value ETF (AVUV) in Q2 2026, closing a stake of 4,261 shares — an estimated $471K sold.

Itau Unibanco Holding S.A. first reported a position in AVUV in Q1 2026 and held it in 1 quarter. The position peaked at $471K in Q1 2026. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

Itau Unibanco Holding S.A. reported no remaining Avantis US Small Cap Value ETF position as of Q2 2026 after selling out during the quarter.
Itau Unibanco Holding S.A. sold 4,261 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $471K.
Itau Unibanco Holding S.A. first reported a position in Avantis US Small Cap Value ETF in Q1 2026 and held it in 1 quarter.
Itau Unibanco Holding S.A.'s Avantis US Small Cap Value ETF position peaked at $471K in Q1 2026.
1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q2 2026, filed 14 Aug 2026.