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Mosaic Family Wealth Partners’s Avantis International Large Cap Value ETF AVIV Stock Holding History

Mosaic Family Wealth Partners’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 		$800K Buy
10,328
+6,639
+180% +$519K 0.05% 235
2026
Q1 		$276K Buy
+3,689
New +$279K 0.03% 239

Other funds holding AVIV

American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $578M AUM 24.83% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return

Mosaic Family Wealth Partners's AVIV Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Avantis International Large Cap Value ETF (AVIV) stake by 180% in Q2 2026, buying an estimated $519K and bringing the position to 10,328 shares worth $800K. The position accounts for 0.05% of the portfolio, ranked #235.

Mosaic Family Wealth Partners first reported a position in AVIV in Q1 2026 and has held it in 2 quarters since. 193 funds tracked by Wall St. Rank hold AVIV as of Q2 2026.

  • Mosaic Family Wealth Partners held 10,328 shares of Avantis International Large Cap Value ETF worth $800K as of Q2 2026.
  • Mosaic Family Wealth Partners bought 6,639 Avantis International Large Cap Value ETF shares in Q2 2026, an estimated $519K.
  • Avantis International Large Cap Value ETF made up 0.05% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #235 holding.
  • Mosaic Family Wealth Partners first reported a position in Avantis International Large Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 193 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.