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AlTi Global’s Avantis Responsible International Equity ETF AVSD Stock Holding History

AlTi Global’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 		– Sell
-15,998
Closed -$1.19M – 440
2025
Q4 		$1.19M Hold
15,998
– – 0.03% 213
2025
Q3 		$1.14M Hold
15,998
– – 0.03% 224
2025
Q2 		$1.08M Buy
+15,998
New +$1.02M 0.03% 224

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
SFP
Strategic Financial Planning Plano, Texas $192M AUM 20.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 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
TP
Trailhead Planners Edina, Minnesota $103M AUM
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
RP
Riverwater Partners Milwaukee, Wisconsin $337M AUM 37.65% 1-Year Est. Return

AlTi Global's AVSD Position: Q1 2026 in Review

AlTi Global sold out of Avantis Responsible International Equity ETF (AVSD) in Q1 2026, closing a stake of 15,998 shares — an estimated $1.19M sold.

AlTi Global first reported a position in AVSD in Q2 2025 and held it in 3 quarters. The position peaked at $1.19M in Q4 2025. 89 funds tracked by Wall St. Rank hold AVSD as of Q1 2026.

  • AlTi Global reported no remaining Avantis Responsible International Equity ETF position as of Q1 2026 after selling out during the quarter.
  • AlTi Global sold 15,998 Avantis Responsible International Equity ETF shares in Q1 2026, an estimated $1.19M.
  • AlTi Global first reported a position in Avantis Responsible International Equity ETF in Q2 2025 and held it in 3 quarters.
  • AlTi Global's Avantis Responsible International Equity ETF position peaked at $1.19M in Q4 2025.
  • 89 funds tracked by Wall St. Rank held Avantis Responsible International Equity ETF as of Q1 2026.

Based on AlTi Global's 13F filing for Q1 2026, filed 7 May 2026.