Burton Enright Welch’s Avantis Responsible International Equity ETF AVSD Stock Holding History

Burton Enright Welch’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	$1.21M	Sell	15,190 -5	-0%	-$394	0.14%	63
2026 Q1	$1.12M	Buy	15,195 +8,948	+143%	+$688K	0.15%	63
2025 Q4	$464K	Buy	6,247 +2,933	+89%	+$213K	0.07%	93
2025 Q3	$237K	Hold	3,314	–	–	0.04%	116
2025 Q2	$224K	Buy	+3,314	New	+$211K	0.04%	114

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 $77.5B AUM 28.19% 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

Burton Enright Welch's AVSD Position: Q2 2026 in Review

Burton Enright Welch reduced its Avantis Responsible International Equity ETF (AVSD) stake by 0.03% in Q2 2026, selling an estimated $394 and leaving 15,190 shares worth $1.21M. The position accounts for 0.14% of the portfolio, ranked #63.

Burton Enright Welch first reported a position in AVSD in Q2 2025 and has held it in 5 quarters since. 97 funds tracked by Wall St. Rank hold AVSD as of Q2 2026.

Burton Enright Welch held 15,190 shares of Avantis Responsible International Equity ETF worth $1.21M as of Q2 2026.
Burton Enright Welch sold 5 Avantis Responsible International Equity ETF shares in Q2 2026, an estimated $394.
Avantis Responsible International Equity ETF made up 0.14% of Burton Enright Welch's portfolio in Q2 2026, its #63 holding.
Burton Enright Welch first reported a position in Avantis Responsible International Equity ETF in Q2 2025 and has held it in 5 quarters since.
97 funds tracked by Wall St. Rank held Avantis Responsible International Equity ETF as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.