AWM
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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
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 $4.32B 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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Corient Private Wealth
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
TP
Trailhead Planners Edina, Minnesota $104M AUM
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
RP
Riverwater Partners Milwaukee, Wisconsin $300M AUM 26.4% 1-Year Est. Return

Axxcess Wealth Management's AVSD Position: Q1 2026 in Review

Axxcess Wealth Management sold out of Avantis Responsible International Equity ETF (AVSD) in Q1 2026, closing a stake of 3,229 shares — an estimated $240K sold.

Axxcess Wealth Management first reported a position in AVSD in Q2 2025 and held it in 3 quarters. The position peaked at $240K in Q4 2025. 89 funds tracked by Wall St. Rank hold AVSD as of Q1 2026.

  • Axxcess Wealth Management reported no remaining Avantis Responsible International Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 3,229 Avantis Responsible International Equity ETF shares in Q1 2026, an estimated $240K.
  • Axxcess Wealth Management first reported a position in Avantis Responsible International Equity ETF in Q2 2025 and held it in 3 quarters.
  • Axxcess Wealth Management's Avantis Responsible International Equity ETF position peaked at $240K in Q4 2025.
  • 89 funds tracked by Wall St. Rank held Avantis Responsible International Equity ETF as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.