Bank of Montreal
AVSD icon

Bank of Montreal’s Avantis Responsible International Equity ETF AVSD Stock Holding History

Bank of Montreal’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
2024
Q4 		– Sell
-3,706
Closed -$225K – 3524
2024
Q3 		$225K Buy
+3,706
New +$214K ﹤0.01% 2968
2024
Q2 		– Sell
-2,494
Closed -$142K – 3844
2024
Q1 		$142K Buy
+2,494
New +$136K ﹤0.01% 3186
2023
Q4 		– Sell
-5,468
Closed -$283K – 3972
2023
Q3 		$283K Sell
5,468
-17,452
-76% -$889K ﹤0.01% 2850
2023
Q2 		$1.21M Buy
+22,920
New +$1.17M ﹤0.01% 2074

Other funds holding AVSD

CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return
WCWM
Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
LAMNM
Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WA
Wealthstream Advisors New York $661M AUM 18% 1-Year Est. Return

Bank of Montreal's AVSD Position: Q4 2024 in Review

Bank of Montreal sold out of Avantis Responsible International Equity ETF (AVSD) in Q4 2024, closing a stake of 3,706 shares — an estimated $225K sold.

Bank of Montreal first reported a position in AVSD in Q2 2023 and held it in 4 quarters. The position peaked at $1.21M in Q2 2023. 55 funds tracked by Wall St. Rank hold AVSD as of Q4 2024.

  • Bank of Montreal reported no remaining Avantis Responsible International Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Bank of Montreal sold 3,706 Avantis Responsible International Equity ETF shares in Q4 2024, an estimated $225K.
  • Bank of Montreal first reported a position in Avantis Responsible International Equity ETF in Q2 2023 and held it in 4 quarters.
  • Bank of Montreal's Avantis Responsible International Equity ETF position peaked at $1.21M in Q2 2023.
  • 55 funds tracked by Wall St. Rank held Avantis Responsible International Equity ETF as of Q4 2024.

Based on Bank of Montreal's 13F filing for Q4 2024, filed 13 Feb 2025.