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 Q3	$260K	Buy	3,269 +9	+0.3%	+$733	0.01%	804
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

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Highland Financial Advisors Wayne, New Jersey $469M AUM 14.35% 1-Year Est. Return

Clarity Asset Management Ames, Iowa $205M AUM 9.85% 1-Year Est. Return

Freedom Day Solutions Houston, Texas $455M AUM 16.82% 1-Year Est. Return

Northland Capital Management Virginia, Minnesota $218M AUM 8.87% 1-Year Est. Return

Trellis Wealth Advisors San Luis Obispo, California $299M AUM 13.14% 1-Year Est. Return

Revolve Wealth Partners Hackensack, New Jersey $959M AUM 16.43% 1-Year Est. Return

Hill Island Financial Grand Rapids, Michigan $481M AUM 18.93% 1-Year Est. Return

Vestment Financial Chanhassen, Minnesota $224M AUM 12.2% 1-Year Est. Return

Axxcess Wealth Management's AVSD Position: Q3 2026 in Review

Axxcess Wealth Management increased its Avantis Responsible International Equity ETF (AVSD) stake by 0.28% in Q3 2026, buying an estimated $733 and bringing the position to 3,269 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #804.

Axxcess Wealth Management first reported a position in AVSD in Q2 2025 and has held it in 5 quarters since. The position peaked at $260K in Q2 2026. 29 funds tracked by Wall St. Rank hold AVSD as of Q3 2026.

Axxcess Wealth Management held 3,269 shares of Avantis Responsible International Equity ETF worth $260K as of Q3 2026.
Axxcess Wealth Management bought 9 Avantis Responsible International Equity ETF shares in Q3 2026, an estimated $733.
Avantis Responsible International Equity ETF made up 0.01% of Axxcess Wealth Management's portfolio in Q3 2026, its #804 holding.
Axxcess Wealth Management first reported a position in Avantis Responsible International Equity ETF in Q2 2025 and has held it in 5 quarters since.
Axxcess Wealth Management's Avantis Responsible International Equity ETF position peaked at $260K in Q2 2026.
29 funds tracked by Wall St. Rank held Avantis Responsible International Equity ETF as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.