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 Q2	$635K	Sell	8,206 -901	-10%	-$70.5K	0.04%	247
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 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

Keel Point's AVIV Position: Q2 2026 in Review

Keel Point reduced its Avantis International Large Cap Value ETF (AVIV) stake by 9.9% in Q2 2026, selling an estimated $70.5K and leaving 8,206 shares worth $635K. The position accounts for 0.04% of the portfolio, ranked #247.

Keel Point first reported a position in AVIV in Q1 2023 and has held it in 14 quarters since. The position peaked at $682K in Q1 2026. 192 funds tracked by Wall St. Rank hold AVIV as of Q2 2026.

Keel Point held 8,206 shares of Avantis International Large Cap Value ETF worth $635K as of Q2 2026.
Keel Point sold 901 Avantis International Large Cap Value ETF shares in Q2 2026, an estimated $70.5K.
Avantis International Large Cap Value ETF made up 0.04% of Keel Point's portfolio in Q2 2026, its #247 holding.
Keel Point first reported a position in Avantis International Large Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
Keel Point's Avantis International Large Cap Value ETF position peaked at $682K in Q1 2026.
192 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q2 2026.

Based on Keel Point's 13F filing for Q2 2026, filed 14 Aug 2026.