Carson Wealth (CWM LLC)
AVSD icon

Carson Wealth (CWM LLC)’s Avantis Responsible International Equity ETF AVSD Stock Holding History

Carson Wealth (CWM LLC)’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 		$132K Hold
1,787
– – ﹤0.01% 3045
2025
Q4 		$133K Hold
1,787
– – ﹤0.01% 2855
2025
Q3 		$128K Hold
1,787
– – ﹤0.01% 2784
2025
Q2 		$121K Hold
1,787
– – ﹤0.01% 2561
2025
Q1 		$107K Hold
1,787
– – ﹤0.01% 2373
2024
Q4 		$100K Buy
+1,787
New +$104K ﹤0.01% 2284

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
SFP
Strategic Financial Planning Plano, Texas $192M AUM 20.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 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
TP
Trailhead Planners Edina, Minnesota $103M AUM
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
RP
Riverwater Partners Milwaukee, Wisconsin $337M AUM 37.65% 1-Year Est. Return

Carson Wealth (CWM LLC)'s AVSD Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Avantis Responsible International Equity ETF (AVSD) position steady in Q1 2026 at 1,787 shares worth $132K. The position accounts for ﹤0.01% of the portfolio, ranked #3045.

Carson Wealth (CWM LLC) first reported a position in AVSD in Q4 2024 and has held it in 6 quarters since. The position peaked at $133K in Q4 2025. 89 funds tracked by Wall St. Rank hold AVSD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,787 shares of Avantis Responsible International Equity ETF worth $132K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Avantis Responsible International Equity ETF share count unchanged in Q1 2026.
  • Avantis Responsible International Equity ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3045 holding.
  • Carson Wealth (CWM LLC) first reported a position in Avantis Responsible International Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • Carson Wealth (CWM LLC)'s Avantis Responsible International Equity ETF position peaked at $133K in Q4 2025.
  • 89 funds tracked by Wall St. Rank held Avantis Responsible International Equity ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.