Axxcess Wealth Management’s Avantis Responsible International Equity ETF AVSD Stock Holding History

Axxcess Wealth Management’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	$260K	Buy	+3,260	New	+$257K	﹤0.01%	897
2026 Q1	–	Sell	-3,229	Closed	-$240K	–	421
2025 Q4	$240K	Buy	3,229 +180	+6%	+$13K	﹤0.01%	928
2025 Q3	$218K	Hold	3,049	–	–	﹤0.01%	861
2025 Q2	$206K	Buy	+3,049	New	+$194K	﹤0.01%	841

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 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 Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

HFA

Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Riverwater Partners Milwaukee, Wisconsin $337M AUM 37.65% 1-Year Est. Return

Axxcess Wealth Management's AVSD Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Avantis Responsible International Equity ETF (AVSD) in Q2 2026: 3,260 shares worth $260K. The stake represents ﹤0.01% of the portfolio and ranks #897 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in AVSD as recently as Q4 2025.

Axxcess Wealth Management first reported a position in AVSD in Q2 2025 and has held it in 4 quarters since. 97 funds tracked by Wall St. Rank hold AVSD as of Q2 2026.

Axxcess Wealth Management held 3,260 shares of Avantis Responsible International Equity ETF worth $260K as of Q2 2026.
Avantis Responsible International Equity ETF was a new Axxcess Wealth Management position in Q2 2026.
Avantis Responsible International Equity ETF made up ﹤0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #897 holding.
Axxcess Wealth Management first reported a position in Avantis Responsible International Equity ETF in Q2 2025 and has held it in 4 quarters since.
97 funds tracked by Wall St. Rank held Avantis Responsible International Equity ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.