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Calton & Associates’s Avantis Responsible International Equity ETF AVSD Stock Holding History

Calton & Associates’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 		$811K Sell
10,146
-29
-0.3% -$2.29K 0.12% 157
2026
Q1 		$749K Sell
10,175
-321
-3% -$24.7K 0.11% 178
2025
Q4 		$779K Buy
10,496
+270
+3% +$19.6K 0.11% 177
2025
Q3 		$732K Buy
+10,226
New +$708K 0.11% 173

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
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
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Corient Private Wealth
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RP
Riverwater Partners Milwaukee, Wisconsin $337M AUM 37.65% 1-Year Est. Return

Calton & Associates's AVSD Position: Q2 2026 in Review

Calton & Associates reduced its Avantis Responsible International Equity ETF (AVSD) stake by 0.29% in Q2 2026, selling an estimated $2.29K and leaving 10,146 shares worth $811K. The position accounts for 0.12% of the portfolio, ranked #157.

Calton & Associates first reported a position in AVSD in Q3 2025 and has held it in 4 quarters since. 97 funds tracked by Wall St. Rank hold AVSD as of Q2 2026.

  • Calton & Associates held 10,146 shares of Avantis Responsible International Equity ETF worth $811K as of Q2 2026.
  • Calton & Associates sold 29 Avantis Responsible International Equity ETF shares in Q2 2026, an estimated $2.29K.
  • Avantis Responsible International Equity ETF made up 0.12% of Calton & Associates's portfolio in Q2 2026, its #157 holding.
  • Calton & Associates first reported a position in Avantis Responsible International Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 97 funds tracked by Wall St. Rank held Avantis Responsible International Equity ETF as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.