Addison Advisors’s Avantis Responsible International Equity ETF AVSD Stock Holding History

Addison Advisors’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 Q1	$223K	Hold	3,030	–	–	0.05%	208
2025 Q4	$225K	Hold	3,030	–	–	0.05%	203
2025 Q3	$217K	Hold	3,030	–	–	0.05%	212
2025 Q2	$205K	Hold	3,030	–	–	0.05%	218
2025 Q1	$182K	Hold	3,030	–	–	0.05%	221
2024 Q4	$169K	Hold	3,030	–	–	0.05%	229
2024 Q3	$184K	Buy	+3,030	New	+$175K	0.05%	226

Other funds holding AVSD

NEI

Northwest & Ethical Investments Toronto, Ontario, Canada $4.32B AUM 23.26% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

SFP

Strategic Financial Planning Plano, Texas $171M AUM 17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

HIP

HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Trailhead Planners Edina, Minnesota $104M AUM

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Riverwater Partners Milwaukee, Wisconsin $300M AUM 26.4% 1-Year Est. Return

Addison Advisors's AVSD Position: Q1 2026 in Review

Addison Advisors held its Avantis Responsible International Equity ETF (AVSD) position steady in Q1 2026 at 3,030 shares worth $223K. The position accounts for 0.05% of the portfolio, ranked #208.

Addison Advisors first reported a position in AVSD in Q3 2024 and has held it in 7 quarters since. The position peaked at $225K in Q4 2025. 89 funds tracked by Wall St. Rank hold AVSD as of Q1 2026.

Addison Advisors held 3,030 shares of Avantis Responsible International Equity ETF worth $223K as of Q1 2026.
Addison Advisors left its Avantis Responsible International Equity ETF share count unchanged in Q1 2026.
Avantis Responsible International Equity ETF made up 0.05% of Addison Advisors's portfolio in Q1 2026, its #208 holding.
Addison Advisors first reported a position in Avantis Responsible International Equity ETF in Q3 2024 and has held it in 7 quarters since.
Addison Advisors's Avantis Responsible International Equity ETF position peaked at $225K in Q4 2025.
89 funds tracked by Wall St. Rank held Avantis Responsible International Equity ETF as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.