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EnRich Financial Partners’s Avantis Responsible International Equity ETF AVSD Stock Holding History

EnRich Financial Partners’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 		$226K Hold
2,830
– – 0.05% 64
2026
Q1 		$208K Hold
2,830
– – 0.06% 62
2025
Q4 		$210K Hold
2,830
– – 0.06% 63
2025
Q3 		$202K Buy
+2,830
New +$196K 0.06% 62

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
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
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RP
Riverwater Partners Milwaukee, Wisconsin $337M AUM 37.65% 1-Year Est. Return

EnRich Financial Partners's AVSD Position: Q2 2026 in Review

EnRich Financial Partners held its Avantis Responsible International Equity ETF (AVSD) position steady in Q2 2026 at 2,830 shares worth $226K. The position accounts for 0.05% of the portfolio, ranked #64.

EnRich Financial Partners first reported a position in AVSD in Q3 2025 and has held it in 4 quarters since. 97 funds tracked by Wall St. Rank hold AVSD as of Q2 2026.

  • EnRich Financial Partners held 2,830 shares of Avantis Responsible International Equity ETF worth $226K as of Q2 2026.
  • EnRich Financial Partners left its Avantis Responsible International Equity ETF share count unchanged in Q2 2026.
  • Avantis Responsible International Equity ETF made up 0.05% of EnRich Financial Partners's portfolio in Q2 2026, its #64 holding.
  • EnRich Financial Partners first reported a position in Avantis Responsible International Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 97 funds tracked by Wall St. Rank held Avantis Responsible International Equity ETF as of Q2 2026.

Based on EnRich Financial Partners's 13F filing for Q2 2026, filed 27 Jul 2026.