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Root Financial Partners’s Avantis International Large Cap Value ETF AVIV Stock Holding History

Root Financial 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 		– Sell
-1,671
Closed -$125K – 646
2026
Q1 		$125K Buy
1,671
+1,670
+167,000% +$126K 0.01% 484
2025
Q4 		$71 Buy
+1
New +$69 ﹤0.01% 2356

Other funds holding AVIV

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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 $1.87B AUM 24.22% 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

Root Financial Partners's AVIV Position: Q2 2026 in Review

Root Financial Partners sold out of Avantis International Large Cap Value ETF (AVIV) in Q2 2026, closing a stake of 1,671 shares — an estimated $125K sold.

Root Financial Partners first reported a position in AVIV in Q4 2025 and held it in 2 quarters. The position peaked at $125K in Q1 2026. 191 funds tracked by Wall St. Rank hold AVIV as of Q2 2026.

  • Root Financial Partners reported no remaining Avantis International Large Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,671 Avantis International Large Cap Value ETF shares in Q2 2026, an estimated $125K.
  • Root Financial Partners first reported a position in Avantis International Large Cap Value ETF in Q4 2025 and held it in 2 quarters.
  • Root Financial Partners's Avantis International Large Cap Value ETF position peaked at $125K in Q1 2026.
  • 191 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.