McMill Wealth Management’s Avantis International Large Cap Value ETF AVIV Stock Holding History

McMill Wealth 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	$2.52M	Sell	33,699 -2,327	-6%	-$176K	0.67%	22
2025 Q4	$2.57M	Sell	36,026 -811	-2%	-$56K	0.72%	23
2025 Q3	$2.48M	Sell	36,837 -412	-1%	-$26.7K	0.71%	23
2025 Q2	$2.32M	Sell	37,249 -2,893	-7%	-$171K	0.77%	24
2025 Q1	$2.28M	Buy	40,142 +1,036	+3%	+$57.3K	0.82%	24
2024 Q4	$2.03M	Buy	+39,106	New	+$2.11M	0.82%	24

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 $503M AUM 22.39% 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

McMill Wealth Management's AVIV Position: Q1 2026 in Review

McMill Wealth Management reduced its Avantis International Large Cap Value ETF (AVIV) stake by 6.5% in Q1 2026, selling an estimated $176K and leaving 33,699 shares worth $2.52M. The position accounts for 0.67% of the portfolio, ranked #22.

McMill Wealth Management first reported a position in AVIV in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.57M in Q4 2025. 183 funds tracked by Wall St. Rank hold AVIV as of Q1 2026.

McMill Wealth Management held 33,699 shares of Avantis International Large Cap Value ETF worth $2.52M as of Q1 2026.
McMill Wealth Management sold 2,327 Avantis International Large Cap Value ETF shares in Q1 2026, an estimated $176K.
Avantis International Large Cap Value ETF made up 0.67% of McMill Wealth Management's portfolio in Q1 2026, its #22 holding.
McMill Wealth Management first reported a position in Avantis International Large Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
McMill Wealth Management's Avantis International Large Cap Value ETF position peaked at $2.57M in Q4 2025.
183 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q1 2026.

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