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Shufro Rose & Co’s Avantis International Large Cap Value ETF AVIV Stock Holding History

Shufro Rose & Co’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 		$2.8M Buy
36,151
+641
+2% +$50.1K 0.16% 69
2026
Q1 		$2.66M Buy
35,510
+3,382
+11% +$256K 0.18% 69
2025
Q4 		$2.29M Buy
+32,128
New +$2.22M 0.15% 70

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 $1.87B 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

Shufro Rose & Co's AVIV Position: Q2 2026 in Review

Shufro Rose & Co increased its Avantis International Large Cap Value ETF (AVIV) stake by 1.8% in Q2 2026, buying an estimated $50.1K and bringing the position to 36,151 shares worth $2.8M. The position accounts for 0.16% of the portfolio, ranked #69.

Shufro Rose & Co first reported a position in AVIV in Q4 2025 and has held it in 3 quarters since. 192 funds tracked by Wall St. Rank hold AVIV as of Q2 2026.

  • Shufro Rose & Co held 36,151 shares of Avantis International Large Cap Value ETF worth $2.8M as of Q2 2026.
  • Shufro Rose & Co bought 641 Avantis International Large Cap Value ETF shares in Q2 2026, an estimated $50.1K.
  • Avantis International Large Cap Value ETF made up 0.16% of Shufro Rose & Co's portfolio in Q2 2026, its #69 holding.
  • Shufro Rose & Co first reported a position in Avantis International Large Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 192 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q2 2026.

Based on Shufro Rose & Co's 13F filing for Q2 2026, filed 12 Aug 2026.