KP
AVIV icon

Keel Point’s Avantis International Large Cap Value ETF AVIV Stock Holding History

Keel Point’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 		$682K Buy
9,107
+2,407
+36% +$182K 0.05% 217
2025
Q4 		$477K Buy
6,700
+31
+0.5% +$2.14K 0.03% 307
2025
Q3 		$450K Hold
6,669
– – 0.03% 324
2025
Q2 		$415K Buy
6,669
+39
+0.6% +$2.31K 0.03% 337
2025
Q1 		$376K Hold
6,630
– – 0.03% 308
2024
Q4 		$344K Buy
6,630
+26
+0.4% +$1.4K 0.03% 301
2024
Q3 		$371K Hold
6,604
– – 0.03% 293
2024
Q2 		$346K Buy
6,604
+45
+0.7% +$2.43K 0.03% 297
2024
Q1 		$355K Hold
6,559
– – 0.04% 260
2023
Q4 		$338K Buy
6,559
+32
+0.5% +$1.56K 0.04% 243
2023
Q3 		$314K Hold
6,527
– – 0.04% 232
2023
Q2 		$317K Buy
6,527
+44
+0.7% +$2.14K 0.04% 244
2023
Q1 		$312K Buy
+6,483
New +$311K 0.05% 218

Other funds holding AVIV

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
BDWCC
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
AFGAS
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return