UBS Group
AVIV icon

UBS Group’s Avantis International Large Cap Value ETF AVIV Stock Holding History

UBS Group’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 		$22.2K Buy
297
+267
+890% +$20.2K ﹤0.01% 7859
2025
Q4 		$2.14K Sell
30
-344
-92% -$23.8K ﹤0.01% 9371
2025
Q3 		$25.2K Hold
374
– – ﹤0.01% 8013
2025
Q2 		$23.3K Hold
374
– – ﹤0.01% 8337
2025
Q1 		$21.2K Buy
374
+239
+177% +$13.2K ﹤0.01% 8196
2024
Q4 		$7.01K Buy
135
+66
+96% +$3.55K ﹤0.01% 8511
2024
Q3 		$3.87K Buy
+69
New +$3.71K ﹤0.01% 8208
2024
Q1 		– Sell
-399
Closed -$20.5K – 9288
2023
Q4 		$20.5K Buy
+399
New +$19.4K ﹤0.01% 7089
2022
Q4 		– Sell
-2,187
Closed -$83K – 10715
2022
Q3 		$83K Buy
2,187
+1,271
+139% +$53.4K ﹤0.01% 5870
2022
Q2 		$39K Buy
916
+133
+17% +$6.27K ﹤0.01% 6115
2022
Q1 		$39K Buy
783
+699
+832% +$35.4K ﹤0.01% 6724
2021
Q4 		$4K Buy
+84
New +$4.25K ﹤0.01% 9497

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 $376B AUM 19.32% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return