MWM
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McCartney Wealth Management’s Avantis All International Markets Value ETF AVNV Stock Holding History

McCartney Wealth Management’s Portfolio AVNV Stock Details AVNV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$219K Hold
2,792
– – 0.18% 61
2025
Q4 		$209K Buy
+2,792
New +$204K 0.18% 60

Other funds holding AVNV

RW
Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return
SG
StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RWM
Ruedi Wealth Management Champaign, Illinois $388M AUM 14.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
FCA
Fortis Capital Advisors Prairie Village, Kansas $763M AUM 30.51% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return

McCartney Wealth Management's AVNV Position: Q1 2026 in Review

McCartney Wealth Management held its Avantis All International Markets Value ETF (AVNV) position steady in Q1 2026 at 2,792 shares worth $219K. The position accounts for 0.18% of the portfolio, ranked #61.

McCartney Wealth Management first reported a position in AVNV in Q4 2025 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold AVNV as of Q1 2026.

  • McCartney Wealth Management held 2,792 shares of Avantis All International Markets Value ETF worth $219K as of Q1 2026.
  • McCartney Wealth Management left its Avantis All International Markets Value ETF share count unchanged in Q1 2026.
  • Avantis All International Markets Value ETF made up 0.18% of McCartney Wealth Management's portfolio in Q1 2026, its #61 holding.
  • McCartney Wealth Management first reported a position in Avantis All International Markets Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held Avantis All International Markets Value ETF as of Q1 2026.

Based on McCartney Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.