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Caliber Wealth Management (Kansas)’s Avantis Responsible International Equity ETF AVSD Stock Holding History

Caliber Wealth Management (Kansas)’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 		$254K Hold
3,446
– – 0.03% 234
2025
Q4 		$256K Hold
3,446
– – 0.03% 231
2025
Q3 		$247K Buy
3,446
+56
+2% +$3.88K 0.03% 224
2025
Q2 		$229K Buy
+3,390
New +$216K 0.02% 259

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

Caliber Wealth Management (Kansas)'s AVSD Position: Q1 2026 in Review

Caliber Wealth Management (Kansas) held its Avantis Responsible International Equity ETF (AVSD) position steady in Q1 2026 at 3,446 shares worth $254K. The position accounts for 0.03% of the portfolio, ranked #234.

Caliber Wealth Management (Kansas) first reported a position in AVSD in Q2 2025 and has held it in 4 quarters since. The position peaked at $256K in Q4 2025. 89 funds tracked by Wall St. Rank hold AVSD as of Q1 2026.

  • Caliber Wealth Management (Kansas) held 3,446 shares of Avantis Responsible International Equity ETF worth $254K as of Q1 2026.
  • Caliber Wealth Management (Kansas) left its Avantis Responsible International Equity ETF share count unchanged in Q1 2026.
  • Avantis Responsible International Equity ETF made up 0.03% of Caliber Wealth Management (Kansas)'s portfolio in Q1 2026, its #234 holding.
  • Caliber Wealth Management (Kansas) first reported a position in Avantis Responsible International Equity ETF in Q2 2025 and has held it in 4 quarters since.
  • Caliber Wealth Management (Kansas)'s Avantis Responsible International Equity ETF position peaked at $256K in Q4 2025.
  • 89 funds tracked by Wall St. Rank held Avantis Responsible International Equity ETF as of Q1 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q1 2026, filed 23 Apr 2026.