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

PBMares 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
2025
Q2 		– Sell
-5,902
Closed -$335K – 188
2025
Q1 		$335K Buy
5,902
+4
+0.1% +$221 0.07% 137
2024
Q4 		$306K Buy
+5,898
New +$317K 0.06% 147

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
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $809M AUM 19.33% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $503M AUM 22.39% 1-Year Est. Return
FFG
Foundry Financial Group Laconia, New Hampshire $202M AUM 16.52% 1-Year Est. Return

PBMares Wealth Management's AVIV Position: Q2 2025 in Review

PBMares Wealth Management sold out of Avantis International Large Cap Value ETF (AVIV) in Q2 2025, closing a stake of 5,902 shares — an estimated $335K sold.

PBMares Wealth Management first reported a position in AVIV in Q4 2024 and held it in 2 quarters. The position peaked at $335K in Q1 2025. 132 funds tracked by Wall St. Rank hold AVIV as of Q2 2025.

  • PBMares Wealth Management reported no remaining Avantis International Large Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • PBMares Wealth Management sold 5,902 Avantis International Large Cap Value ETF shares in Q2 2025, an estimated $335K.
  • PBMares Wealth Management first reported a position in Avantis International Large Cap Value ETF in Q4 2024 and held it in 2 quarters.
  • PBMares Wealth Management's Avantis International Large Cap Value ETF position peaked at $335K in Q1 2025.
  • 132 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q2 2025.

Based on PBMares Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.