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

EP Wealth Advisors’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	$3.91M	Buy	+53,156	New	+$4.09M	0.02%	351

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Trailhead Planners Edina, Minnesota $104M AUM

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Riverwater Partners Milwaukee, Wisconsin $300M AUM 26.4% 1-Year Est. Return

EP Wealth Advisors's AVSD Position: Q1 2026 in Review

EP Wealth Advisors opened a new position in Avantis Responsible International Equity ETF (AVSD) in Q1 2026: 53,156 shares worth $3.91M. The stake represents 0.02% of the portfolio and ranks #351 among its holdings.

89 funds tracked by Wall St. Rank hold AVSD as of Q1 2026.

EP Wealth Advisors held 53,156 shares of Avantis Responsible International Equity ETF worth $3.91M as of Q1 2026.
Avantis Responsible International Equity ETF was a new EP Wealth Advisors position in Q1 2026.
Avantis Responsible International Equity ETF made up 0.02% of EP Wealth Advisors's portfolio in Q1 2026, its #351 holding.
89 funds tracked by Wall St. Rank held Avantis Responsible International Equity ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.