ORBA Wealth Advisors’s Avantis International Large Cap Value ETF AVIV Stock Holding History

ORBA Wealth Advisors’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 Q1	$1.53M	Sell	20,388 -3,259	-14%	-$247K	1.82%	19
2025 Q4	$1.68M	Sell	23,647 -11,039	-32%	-$762K	1.46%	22
2025 Q3	$2.34M	Buy	34,686 +615	+2%	+$39.8K	1.93%	18
2025 Q2	$2.12M	Sell	34,071 -8,463	-20%	-$502K	1.93%	19
2025 Q1	$2.41M	Buy	42,534 +540	+1%	+$29.9K	1.22%	28
2024 Q4	$2.18M	Sell	41,994 -542	-1%	-$29.2K	1.14%	30
2024 Q3	$2.39M	Buy	42,536 +133	+0.3%	+$7.16K	1.21%	28
2024 Q2	$2.22M	Buy	42,403 +3,166	+8%	+$171K	1.15%	26
2024 Q1	$2.12M	Buy	39,237 +205	+0.5%	+$10.6K	1.17%	26
2023 Q4	$2.01M	Buy	+39,032	New	+$1.9M	1.2%	26

Other funds holding AVIV

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

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

BDWCC

B&D White Capital Company Lakeway, Texas $809M AUM 19.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

AFGAS

Allegiance Financial Group Advisory Services Vienna, Virginia $503M AUM 22.39% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

ORBA Wealth Advisors's AVIV Position: Q1 2026 in Review

ORBA Wealth Advisors reduced its Avantis International Large Cap Value ETF (AVIV) stake by 14% in Q1 2026, selling an estimated $247K and leaving 20,388 shares worth $1.53M. The position accounts for 1.82% of the portfolio, ranked #19.

ORBA Wealth Advisors first reported a position in AVIV in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.41M in Q1 2025. 183 funds tracked by Wall St. Rank hold AVIV as of Q1 2026.

ORBA Wealth Advisors held 20,388 shares of Avantis International Large Cap Value ETF worth $1.53M as of Q1 2026.
ORBA Wealth Advisors sold 3,259 Avantis International Large Cap Value ETF shares in Q1 2026, an estimated $247K.
Avantis International Large Cap Value ETF made up 1.82% of ORBA Wealth Advisors's portfolio in Q1 2026, its #19 holding.
ORBA Wealth Advisors first reported a position in Avantis International Large Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
ORBA Wealth Advisors's Avantis International Large Cap Value ETF position peaked at $2.41M in Q1 2025.
183 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q1 2026.

Based on ORBA Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.