WMG Financial Advisors’s Avantis International Large Cap Value ETF AVIV Stock Holding History

WMG Financial Advisors’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	$345K	Buy	4,450 +250	+6%	+$19.6K	0.13%	73
2026 Q1	$314K	Hold	4,200	–	–	0.13%	71
2025 Q4	$299K	Sell	4,200 -400	-9%	-$27.6K	0.12%	82
2025 Q3	$310K	Hold	4,600	–	–	0.1%	140
2025 Q2	$286K	Hold	4,600	–	–	0.11%	138
2025 Q1	$261K	Hold	4,600	–	–	0.11%	131
2024 Q4	$239K	Hold	4,600	–	–	0.1%	141
2024 Q3	$258K	Hold	4,600	–	–	0.12%	136
2024 Q2	$241K	Buy	4,600 +500	+12%	+$27K	0.13%	132
2024 Q1	$222K	Hold	4,100	–	–	0.13%	129
2023 Q4	$211K	Buy	+4,100	New	+$199K	0.14%	112

Other funds holding AVIV

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

WMG Financial Advisors's AVIV Position: Q2 2026 in Review

WMG Financial Advisors increased its Avantis International Large Cap Value ETF (AVIV) stake by 6% in Q2 2026, buying an estimated $19.6K and bringing the position to 4,450 shares worth $345K. The position accounts for 0.13% of the portfolio, ranked #73.

WMG Financial Advisors first reported a position in AVIV in Q4 2023 and has held it in 11 quarters since. 192 funds tracked by Wall St. Rank hold AVIV as of Q2 2026.

WMG Financial Advisors held 4,450 shares of Avantis International Large Cap Value ETF worth $345K as of Q2 2026.
WMG Financial Advisors bought 250 Avantis International Large Cap Value ETF shares in Q2 2026, an estimated $19.6K.
Avantis International Large Cap Value ETF made up 0.13% of WMG Financial Advisors's portfolio in Q2 2026, its #73 holding.
WMG Financial Advisors first reported a position in Avantis International Large Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
192 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q2 2026.

Based on WMG Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.