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

WorthPointe’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	$692K	Buy	8,932 +1,442	+19%	+$113K	0.17%	67
2026 Q1	$560K	Buy	7,490 +808	+12%	+$61.2K	0.15%	71
2025 Q4	$476K	Buy	+6,682	New	+$461K	0.13%	85
2022 Q4	–	Sell	-6,728	Closed	-$256K	–	51
2022 Q3	$256K	Hold	6,728	–	–	0.22%	40
2022 Q2	$286K	Hold	6,728	–	–	0.24%	33
2022 Q1	$338K	Buy	+6,728	New	+$341K	0.27%	34

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

WorthPointe's AVIV Position: Q2 2026 in Review

WorthPointe increased its Avantis International Large Cap Value ETF (AVIV) stake by 19% in Q2 2026, buying an estimated $113K and bringing the position to 8,932 shares worth $692K. The position accounts for 0.17% of the portfolio, ranked #67.

WorthPointe first reported a position in AVIV in Q1 2022 and has held it in 6 quarters since. 191 funds tracked by Wall St. Rank hold AVIV as of Q2 2026.

WorthPointe held 8,932 shares of Avantis International Large Cap Value ETF worth $692K as of Q2 2026.
WorthPointe bought 1,442 Avantis International Large Cap Value ETF shares in Q2 2026, an estimated $113K.
Avantis International Large Cap Value ETF made up 0.17% of WorthPointe's portfolio in Q2 2026, its #67 holding.
WorthPointe first reported a position in Avantis International Large Cap Value ETF in Q1 2022 and has held it in 6 quarters since.
191 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q2 2026.

Based on WorthPointe's 13F filing for Q2 2026, filed 31 Jul 2026.