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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
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 $4.32B 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

Calton & Associates's AVSD Position: Q1 2026 in Review

Calton & Associates reduced its Avantis Responsible International Equity ETF (AVSD) stake by 3.1% in Q1 2026, selling an estimated $24.7K and leaving 10,175 shares worth $749K. The position accounts for 0.11% of the portfolio, ranked #178.

Calton & Associates first reported a position in AVSD in Q3 2025 and has held it in 3 quarters since. The position peaked at $779K in Q4 2025. 89 funds tracked by Wall St. Rank hold AVSD as of Q1 2026.

  • Calton & Associates held 10,175 shares of Avantis Responsible International Equity ETF worth $749K as of Q1 2026.
  • Calton & Associates sold 321 Avantis Responsible International Equity ETF shares in Q1 2026, an estimated $24.7K.
  • Avantis Responsible International Equity ETF made up 0.11% of Calton & Associates's portfolio in Q1 2026, its #178 holding.
  • Calton & Associates first reported a position in Avantis Responsible International Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • Calton & Associates's Avantis Responsible International Equity ETF position peaked at $779K in Q4 2025.
  • 89 funds tracked by Wall St. Rank held Avantis Responsible International Equity ETF as of Q1 2026.

Based on Calton & Associates's 13F filing for Q1 2026, filed 13 May 2026.