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 Q2	–	Sell	-746	Closed	-$54.9K	–	165
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 $4.3B AUM 24.01% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

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 Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Riverwater Partners Milwaukee, Wisconsin $337M AUM 37.65% 1-Year Est. Return

Curio Wealth's AVSD Position: Q2 2026 in Review

Curio Wealth sold out of Avantis Responsible International Equity ETF (AVSD) in Q2 2026, closing a stake of 746 shares — an estimated $54.9K sold.

Curio Wealth first reported a position in AVSD in Q4 2024 and held it in 6 quarters. The position peaked at $55.7K in Q4 2025. 97 funds tracked by Wall St. Rank hold AVSD as of Q2 2026.

Curio Wealth reported no remaining Avantis Responsible International Equity ETF position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 746 Avantis Responsible International Equity ETF shares in Q2 2026, an estimated $54.9K.
Curio Wealth first reported a position in Avantis Responsible International Equity ETF in Q4 2024 and held it in 6 quarters.
Curio Wealth's Avantis Responsible International Equity ETF position peaked at $55.7K in Q4 2025.
97 funds tracked by Wall St. Rank held Avantis Responsible International Equity ETF as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.