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Action Point Financial Planning’s Avantis Responsible International Equity ETF AVSD Stock Holding History

Action Point Financial Planning’s Portfolio AVSD Stock Details AVSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.33M Buy
+41,693
New +$3.29M 0.34% 64

Other funds holding AVSD

NEI
Northwest & Ethical Investments Toronto, Ontario, Canada $4.3B AUM 24.01% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RP
Riverwater Partners Milwaukee, Wisconsin $337M AUM 37.65% 1-Year Est. Return

Action Point Financial Planning's AVSD Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Avantis Responsible International Equity ETF (AVSD) in Q2 2026: 41,693 shares worth $3.33M. The stake represents 0.34% of the portfolio and ranks #64 among its holdings.

97 funds tracked by Wall St. Rank hold AVSD as of Q2 2026.

  • Action Point Financial Planning held 41,693 shares of Avantis Responsible International Equity ETF worth $3.33M as of Q2 2026.
  • Avantis Responsible International Equity ETF was a new Action Point Financial Planning position in Q2 2026.
  • Avantis Responsible International Equity ETF made up 0.34% of Action Point Financial Planning's portfolio in Q2 2026, its #64 holding.
  • 97 funds tracked by Wall St. Rank held Avantis Responsible International Equity ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.