MWM
AVIV icon

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 $194B AUM 35% 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 $1.61B AUM 19.97% 1-Year Est. Return
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $503M AUM 22.39% 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 $202M AUM 16.52% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.02B AUM 16.75% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return