Corient Private Wealth
AVSD icon

Corient Private Wealth’s Avantis Responsible International Equity ETF AVSD Stock Holding History

Corient Private Wealth’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 		$10.1M Sell
137,807
-136,431
-50% -$10.5M 0.01% 622
2025
Q4 		$20.4M Buy
274,238
+138,186
+102% +$10M 0.01% 555
2025
Q3 		$9.73M Sell
136,052
-5,518
-4% -$382K 0.02% 526
2025
Q2 		$9.56M Sell
141,570
-27,038
-16% -$1.72M 0.01% 536
2025
Q1 		$10.1M Sell
168,608
-12,551
-7% -$742K 0.02% 512
2024
Q4 		$10.1M Buy
181,159
+4,686
+3% +$272K 0.02% 514
2024
Q3 		$10.7M Buy
176,473
+748
+0.4% +$43.2K 0.02% 541
2024
Q2 		$9.76M Buy
175,725
+128,457
+272% +$7.26M 0.02% 535
2024
Q1 		$2.69M Sell
47,268
-124,214
-72% -$6.76M ﹤0.01% 901
2023
Q4 		$9.24M Sell
171,482
-2,935
-2% -$147K 0.02% 539
2023
Q3 		$8.55M Buy
174,417
+3,516
+2% +$179K 0.02% 512
2023
Q2 		$8.75M Buy
170,901
+7,964
+5% +$408K 0.02% 495
2023
Q1 		$8.24M Buy
162,937
+47,169
+41% +$2.36M 0.02% 463
2022
Q4 		$5.45M Buy
+115,768
New +$5.2M 0.02% 473

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Corient Private Wealth's AVSD Position: Q1 2026 in Review

Corient Private Wealth reduced its Avantis Responsible International Equity ETF (AVSD) stake by 50% in Q1 2026, selling an estimated $10.5M and leaving 137,807 shares worth $10.1M. The position accounts for 0.01% of the portfolio, ranked #622.

Corient Private Wealth first reported a position in AVSD in Q4 2022 and has held it in 14 quarters since. The position peaked at $20.4M in Q4 2025. 89 funds tracked by Wall St. Rank hold AVSD as of Q1 2026.

  • Corient Private Wealth held 137,807 shares of Avantis Responsible International Equity ETF worth $10.1M as of Q1 2026.
  • Corient Private Wealth sold 136,431 Avantis Responsible International Equity ETF shares in Q1 2026, an estimated $10.5M.
  • Avantis Responsible International Equity ETF made up 0.01% of Corient Private Wealth's portfolio in Q1 2026, its #622 holding.
  • Corient Private Wealth first reported a position in Avantis Responsible International Equity ETF in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Avantis Responsible International Equity ETF position peaked at $20.4M in Q4 2025.
  • 89 funds tracked by Wall St. Rank held Avantis Responsible International Equity ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.