McLean Asset Management’s Avantis International Large Cap Value ETF AVIV Stock Holding History

McLean Asset Management’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	$4.6M	Buy	61,532 +13,798	+29%	+$1.04M	0.81%	24
2025 Q4	$3.52M	Buy	47,734 +16,281	+52%	+$1.12M	0.63%	25
2025 Q3	$2.15M	Buy	+31,453	New	+$2.04M	0.44%	34
2022 Q3	–	Sell	-5,140	Closed	-$210K	–	129
2022 Q2	$210K	Buy	+5,140	New	+$242K	0.08%	120

Other funds holding AVIV

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

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 Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

AFGAS

Allegiance Financial Group Advisory Services Vienna, Virginia $578M AUM 24.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

McLean Asset Management's AVIV Position: Q1 2026 in Review

McLean Asset Management increased its Avantis International Large Cap Value ETF (AVIV) stake by 29% in Q1 2026, buying an estimated $1.04M and bringing the position to 61,532 shares worth $4.6M. The position accounts for 0.81% of the portfolio, ranked #24.

McLean Asset Management first reported a position in AVIV in Q2 2022 and has held it in 4 quarters since. 183 funds tracked by Wall St. Rank hold AVIV as of Q1 2026.

McLean Asset Management held 61,532 shares of Avantis International Large Cap Value ETF worth $4.6M as of Q1 2026.
McLean Asset Management bought 13,798 Avantis International Large Cap Value ETF shares in Q1 2026, an estimated $1.04M.
Avantis International Large Cap Value ETF made up 0.81% of McLean Asset Management's portfolio in Q1 2026, its #24 holding.
McLean Asset Management first reported a position in Avantis International Large Cap Value ETF in Q2 2022 and has held it in 4 quarters since.
183 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q1 2026.

Based on McLean Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.