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 Q2	$275K	Hold	3,446	–	–	0.03%	250
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 $4.3B 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 $72.2B AUM 27.85% 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

Caliber Wealth Management (Kansas)'s AVSD Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) held its Avantis Responsible International Equity ETF (AVSD) position steady in Q2 2026 at 3,446 shares worth $275K. The position accounts for 0.03% of the portfolio, ranked #250.

Caliber Wealth Management (Kansas) 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.

Caliber Wealth Management (Kansas) held 3,446 shares of Avantis Responsible International Equity ETF worth $275K as of Q2 2026.
Caliber Wealth Management (Kansas) left its Avantis Responsible International Equity ETF share count unchanged in Q2 2026.
Avantis Responsible International Equity ETF made up 0.03% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #250 holding.
Caliber Wealth Management (Kansas) 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 Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.