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

Navigoe 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
2026 Q2	$6.01M	Buy	77,617 +4,207	+6%	+$329K	3.14%	11
2026 Q1	$5.49M	Buy	73,410 +3,393	+5%	+$257K	3.24%	11
2025 Q4	$4.99M	Sell	70,017 -599	-0.8%	-$41.4K	3.08%	11
2025 Q3	$4.76M	Buy	70,616 +9,836	+16%	+$637K	3.04%	10
2025 Q2	$3.78M	Buy	60,780 +4,195	+7%	+$249K	2.85%	14
2025 Q1	$3.21M	Buy	56,585 +19,481	+53%	+$1.08M	2.78%	10
2024 Q4	$1.93M	Buy	+37,104	New	+$2M	1.88%	13

Other funds holding AVIV

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Navigoe Wealth Management's AVIV Position: Q2 2026 in Review

Navigoe Wealth Management increased its Avantis International Large Cap Value ETF (AVIV) stake by 5.7% in Q2 2026, buying an estimated $329K and bringing the position to 77,617 shares worth $6.01M. The position accounts for 3.14% of the portfolio, ranked #11.

Navigoe Wealth Management first reported a position in AVIV in Q4 2024 and has held it in 7 quarters since. 192 funds tracked by Wall St. Rank hold AVIV as of Q2 2026.

Navigoe Wealth Management held 77,617 shares of Avantis International Large Cap Value ETF worth $6.01M as of Q2 2026.
Navigoe Wealth Management bought 4,207 Avantis International Large Cap Value ETF shares in Q2 2026, an estimated $329K.
Avantis International Large Cap Value ETF made up 3.14% of Navigoe Wealth Management's portfolio in Q2 2026, its #11 holding.
Navigoe Wealth Management first reported a position in Avantis International Large Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
192 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.