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Meredith Wealth Planning’s Avantis International Large Cap Value ETF AVIV Stock Holding History

Meredith Wealth Planning’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 		$1.37M Buy
18,372
+21
+0.1% +$1.59K 0.37% 28
2025
Q4 		$1.31M Buy
18,351
+207
+1% +$14.3K 0.39% 28
2025
Q3 		$1.22M Sell
18,144
-7
-0% -$453 0.39% 29
2025
Q2 		$1.13M Sell
18,151
-2,372
-12% -$141K 0.41% 30
2025
Q1 		$1.16M Buy
20,523
+406
+2% +$22.5K 0.51% 26
2024
Q4 		$1.04M Buy
20,117
+211
+1% +$11.4K 0.47% 29
2024
Q3 		$1.12M Buy
19,906
+3,302
+20% +$178K 0.53% 22
2024
Q2 		$871K Buy
16,604
+355
+2% +$19.1K 0.46% 26
2024
Q1 		$879K Hold
16,249
– – 0.49% 25
2023
Q4 		$837K Buy
+16,249
New +$790K 0.52% 23

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 $377B AUM 19.32% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Meredith Wealth Planning's AVIV Position: Q1 2026 in Review

Meredith Wealth Planning increased its Avantis International Large Cap Value ETF (AVIV) stake by 0.11% in Q1 2026, buying an estimated $1.59K and bringing the position to 18,372 shares worth $1.37M. The position accounts for 0.37% of the portfolio, ranked #28.

Meredith Wealth Planning first reported a position in AVIV in Q4 2023 and has held it in 10 quarters since. 183 funds tracked by Wall St. Rank hold AVIV as of Q1 2026.

  • Meredith Wealth Planning held 18,372 shares of Avantis International Large Cap Value ETF worth $1.37M as of Q1 2026.
  • Meredith Wealth Planning bought 21 Avantis International Large Cap Value ETF shares in Q1 2026, an estimated $1.59K.
  • Avantis International Large Cap Value ETF made up 0.37% of Meredith Wealth Planning's portfolio in Q1 2026, its #28 holding.
  • Meredith Wealth Planning first reported a position in Avantis International Large Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
  • 183 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q1 2026.

Based on Meredith Wealth Planning's 13F filing for Q1 2026, filed 27 Apr 2026.