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

Merriman 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
2024
Q4 		$865K Buy
16,672
+1,318
+9% +$70.9K 0.04% 92
2024
Q3 		$862K Sell
15,354
-40
-0.3% -$2.15K 0.04% 108
2024
Q2 		$807K Sell
15,394
-1,501
-9% -$80.9K 0.04% 109
2024
Q1 		$914K Buy
16,895
+1,209
+8% +$62.3K 0.04% 98
2023
Q4 		$808K Sell
15,686
-1,185
-7% -$57.6K 0.04% 108
2023
Q3 		$812K Sell
16,871
-60,110
-78% -$2.95M 0.04% 94
2023
Q2 		$3.74M Buy
76,981
+61,287
+391% +$2.98M 0.18% 63
2023
Q1 		$756K Sell
15,694
-117,597
-88% -$5.63M 0.04% 113
2022
Q4 		$6.01M Buy
133,291
+125,761
+1,670% +$5.42M 0.31% 43
2022
Q3 		$286K Buy
+7,530
New +$316K 0.02% 135
2022
Q2 		– Sell
-15,000
Closed -$753K – 172
2022
Q1 		$753K Buy
+15,000
New +$761K 0.06% 99

Other funds holding AVIV

American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
PP
PrairieView Partners St. Paul, Minnesota $1.03B AUM 11.4% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $578M AUM 24.83% 1-Year Est. Return
WFA
Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return
FFG
Foundry Financial Group Laconia, New Hampshire $231M AUM 22.2% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Merriman Wealth Management's AVIV Position: Q4 2024 in Review

Merriman Wealth Management increased its Avantis International Large Cap Value ETF (AVIV) stake by 8.6% in Q4 2024, buying an estimated $70.9K and bringing the position to 16,672 shares worth $865K. The position accounts for 0.04% of the portfolio, ranked #92.

Merriman Wealth Management first reported a position in AVIV in Q1 2022 and has held it in 11 quarters since. The position peaked at $6.01M in Q4 2022. 117 funds tracked by Wall St. Rank hold AVIV as of Q4 2024.

  • Merriman Wealth Management held 16,672 shares of Avantis International Large Cap Value ETF worth $865K as of Q4 2024.
  • Merriman Wealth Management bought 1,318 Avantis International Large Cap Value ETF shares in Q4 2024, an estimated $70.9K.
  • Avantis International Large Cap Value ETF made up 0.04% of Merriman Wealth Management's portfolio in Q4 2024, its #92 holding.
  • Merriman Wealth Management first reported a position in Avantis International Large Cap Value ETF in Q1 2022 and has held it in 11 quarters since.
  • Merriman Wealth Management's Avantis International Large Cap Value ETF position peaked at $6.01M in Q4 2022.
  • 117 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.