Stone Summit Wealth’s Avantis International Large Cap Value ETF AVIV Stock Holding History

Stone Summit Wealth’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	$237K	Sell	3,172 -4,036	-56%	-$306K	0.07%	137
2025 Q4	$513K	Sell	7,208 -907	-11%	-$62.6K	0.14%	98
2025 Q3	$547K	Sell	8,115 -1,403	-15%	-$90.9K	0.16%	93
2025 Q2	$592K	Sell	9,518 -1,050	-10%	-$62.2K	0.18%	87
2025 Q1	$599K	Sell	10,568 -42	-0.4%	-$2.32K	0.2%	85
2024 Q4	$551K	Sell	10,610 -589	-5%	-$31.7K	0.18%	93
2024 Q3	$629K	Buy	11,199 +840	+8%	+$45.2K	0.2%	88
2024 Q2	$543K	Sell	10,359 -112	-1%	-$6.04K	0.19%	89
2024 Q1	$566K	Sell	10,471 -74	-0.7%	-$3.81K	0.2%	90
2023 Q4	$543K	Buy	10,545 +719	+7%	+$35K	0.21%	94
2023 Q3	$473K	Sell	9,826 -234	-2%	-$11.5K	0.2%	100
2023 Q2	$489K	Buy	10,060 +1,831	+22%	+$89K	0.2%	93
2023 Q1	$397K	Buy	+8,229	New	+$394K	0.18%	96

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

Stone Summit Wealth's AVIV Position: Q1 2026 in Review

Stone Summit Wealth reduced its Avantis International Large Cap Value ETF (AVIV) stake by 56% in Q1 2026, selling an estimated $306K and leaving 3,172 shares worth $237K. The position accounts for 0.07% of the portfolio, ranked #137.

Stone Summit Wealth first reported a position in AVIV in Q1 2023 and has held it in 13 quarters since. The position peaked at $629K in Q3 2024. 183 funds tracked by Wall St. Rank hold AVIV as of Q1 2026.

Stone Summit Wealth held 3,172 shares of Avantis International Large Cap Value ETF worth $237K as of Q1 2026.
Stone Summit Wealth sold 4,036 Avantis International Large Cap Value ETF shares in Q1 2026, an estimated $306K.
Avantis International Large Cap Value ETF made up 0.07% of Stone Summit Wealth's portfolio in Q1 2026, its #137 holding.
Stone Summit Wealth first reported a position in Avantis International Large Cap Value ETF in Q1 2023 and has held it in 13 quarters since.
Stone Summit Wealth's Avantis International Large Cap Value ETF position peaked at $629K in Q3 2024.
183 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.