CW
AVSD icon

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

Curio 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 		$54.9K Hold
746
– – 0.02% 126
2025
Q4 		$55.7K Buy
746
+472
+172% +$34.2K 0.02% 131
2025
Q3 		$19.6K Buy
274
+11
+4% +$761 0.01% 157
2025
Q2 		$17.8K Buy
263
+261
+13,050% +$16.6K 0.01% 172
2025
Q1 		$14.6K Sell
2
-261
-99% -$15.4K 0.01% 207
2024
Q4 		$14.6K Buy
+263
New +$15.3K 0.01% 193

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

Curio Wealth's AVSD Position: Q1 2026 in Review

Curio Wealth held its Avantis Responsible International Equity ETF (AVSD) position steady in Q1 2026 at 746 shares worth $54.9K. The position accounts for 0.02% of the portfolio, ranked #126.

Curio Wealth first reported a position in AVSD in Q4 2024 and has held it in 6 quarters since. The position peaked at $55.7K in Q4 2025. 89 funds tracked by Wall St. Rank hold AVSD as of Q1 2026.

  • Curio Wealth held 746 shares of Avantis Responsible International Equity ETF worth $54.9K as of Q1 2026.
  • Curio Wealth left its Avantis Responsible International Equity ETF share count unchanged in Q1 2026.
  • Avantis Responsible International Equity ETF made up 0.02% of Curio Wealth's portfolio in Q1 2026, its #126 holding.
  • Curio Wealth first reported a position in Avantis Responsible International Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • Curio Wealth's Avantis Responsible International Equity ETF position peaked at $55.7K in Q4 2025.
  • 89 funds tracked by Wall St. Rank held Avantis Responsible International Equity ETF as of Q1 2026.

Based on Curio Wealth's 13F filing for Q1 2026, filed 12 May 2026.