Moisand Fitzgerald Tamayo’s Avantis International Large Cap Value ETF AVIV Stock Holding History

Moisand Fitzgerald Tamayo’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 Q2	$572K	Sell	7,382 -753	-9%	-$58.9K	0.06%	76
2026 Q1	$609K	Sell	8,135 -684	-8%	-$51.8K	0.07%	70
2025 Q4	$628K	Sell	8,819 -1,105	-11%	-$76.3K	0.07%	69
2025 Q3	$669K	Sell	9,924 -284	-3%	-$18.4K	0.08%	68
2025 Q2	$635K	Sell	10,208 -1,223	-11%	-$72.5K	0.08%	65
2025 Q1	$648K	Sell	11,431 -180	-2%	-$9.95K	0.09%	63
2024 Q4	$603K	Buy	11,611 +1,071	+10%	+$57.7K	0.09%	65
2024 Q3	$592K	Sell	10,540 -29	-0.3%	-$1.56K	0.08%	68
2024 Q2	$554K	Sell	10,569 -598	-5%	-$32.2K	0.08%	64
2024 Q1	$604K	Buy	11,167 +901	+9%	+$46.4K	0.09%	63
2023 Q4	$528K	Buy	+10,266	New	+$499K	0.09%	64

Other funds holding AVIV

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

WFA

Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

KCA

Kilner Capital Advisors Gaithersburg, Maryland $117M AUM

BWM

Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return

Moisand Fitzgerald Tamayo's AVIV Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo reduced its Avantis International Large Cap Value ETF (AVIV) stake by 9.3% in Q2 2026, selling an estimated $58.9K and leaving 7,382 shares worth $572K. The position accounts for 0.06% of the portfolio, ranked #76.

Moisand Fitzgerald Tamayo first reported a position in AVIV in Q4 2023 and has held it in 11 quarters since. The position peaked at $669K in Q3 2025. 31 funds tracked by Wall St. Rank hold AVIV as of Q2 2026.

Moisand Fitzgerald Tamayo held 7,382 shares of Avantis International Large Cap Value ETF worth $572K as of Q2 2026.
Moisand Fitzgerald Tamayo sold 753 Avantis International Large Cap Value ETF shares in Q2 2026, an estimated $58.9K.
Avantis International Large Cap Value ETF made up 0.06% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #76 holding.
Moisand Fitzgerald Tamayo first reported a position in Avantis International Large Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
Moisand Fitzgerald Tamayo's Avantis International Large Cap Value ETF position peaked at $669K in Q3 2025.
31 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.