Jones Financial Companies’s Avantis International Large Cap Value ETF AVIV Stock Holding History

Jones Financial Companies’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	$35.5M	Buy	460,582 +110,477	+32%	+$8.64M	0.01%	503
2026 Q1	$25.4M	Buy	350,105 +98,860	+39%	+$7.49M	0.01%	523
2025 Q4	$17.9M	Buy	251,245 +77,798	+45%	+$5.37M	0.01%	334
2025 Q3	$11.6M	Buy	173,447 +32,340	+23%	+$2.09M	0.01%	379
2025 Q2	$8.76M	Buy	141,107 +77,764	+123%	+$4.61M	0.01%	385
2025 Q1	$3.62M	Buy	63,343 +24,066	+61%	+$1.33M	﹤0.01%	503
2024 Q4	$2.04M	Buy	39,277 +36,015	+1,104%	+$1.94M	﹤0.01%	556
2024 Q3	$184K	Buy	3,262 +1,787	+121%	+$96.2K	﹤0.01%	1153
2024 Q2	$77.3K	Buy	+1,475	New	+$79.5K	﹤0.01%	1124

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

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

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Jones Financial Companies's AVIV Position: Q2 2026 in Review

Jones Financial Companies increased its Avantis International Large Cap Value ETF (AVIV) stake by 32% in Q2 2026, buying an estimated $8.64M and bringing the position to 460,582 shares worth $35.5M. The position accounts for 0.01% of the portfolio, ranked #503.

Jones Financial Companies first reported a position in AVIV in Q2 2024 and has held it in 9 quarters since. 192 funds tracked by Wall St. Rank hold AVIV as of Q2 2026.

Jones Financial Companies held 460,582 shares of Avantis International Large Cap Value ETF worth $35.5M as of Q2 2026.
Jones Financial Companies bought 110,477 Avantis International Large Cap Value ETF shares in Q2 2026, an estimated $8.64M.
Avantis International Large Cap Value ETF made up 0.01% of Jones Financial Companies's portfolio in Q2 2026, its #503 holding.
Jones Financial Companies first reported a position in Avantis International Large Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
192 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.