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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
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 $194B AUM 35% 1-Year Est. Return
SC
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
AP
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
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Shufro Rose & Co's AVIV Position: Q1 2026 in Review

Shufro Rose & Co increased its Avantis International Large Cap Value ETF (AVIV) stake by 11% in Q1 2026, buying an estimated $256K and bringing the position to 35,510 shares worth $2.66M. The position accounts for 0.18% of the portfolio, ranked #69.

Shufro Rose & Co first reported a position in AVIV in Q4 2025 and has held it in 2 quarters since. 183 funds tracked by Wall St. Rank hold AVIV as of Q1 2026.

  • Shufro Rose & Co held 35,510 shares of Avantis International Large Cap Value ETF worth $2.66M as of Q1 2026.
  • Shufro Rose & Co bought 3,382 Avantis International Large Cap Value ETF shares in Q1 2026, an estimated $256K.
  • Avantis International Large Cap Value ETF made up 0.18% of Shufro Rose & Co's portfolio in Q1 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 2 quarters since.
  • 183 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q1 2026.

Based on Shufro Rose & Co's 13F filing for Q1 2026, filed 15 May 2026.