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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
Q2 		$5.35M Buy
67,017
+13,861
+26% +$1.09M 0.02% 371
2026
Q1 		$3.91M Buy
+53,156
New +$4.09M 0.02% 351

Other funds holding AVSD

NEI
Northwest & Ethical Investments Toronto, Ontario, Canada $4.3B 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 $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
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

EP Wealth Advisors's AVSD Position: Q2 2026 in Review

EP Wealth Advisors increased its Avantis Responsible International Equity ETF (AVSD) stake by 26% in Q2 2026, buying an estimated $1.09M and bringing the position to 67,017 shares worth $5.35M. The position accounts for 0.02% of the portfolio, ranked #371.

EP Wealth Advisors first reported a position in AVSD in Q1 2026 and has held it in 2 quarters since. 97 funds tracked by Wall St. Rank hold AVSD as of Q2 2026.

  • EP Wealth Advisors held 67,017 shares of Avantis Responsible International Equity ETF worth $5.35M as of Q2 2026.
  • EP Wealth Advisors bought 13,861 Avantis Responsible International Equity ETF shares in Q2 2026, an estimated $1.09M.
  • Avantis Responsible International Equity ETF made up 0.02% of EP Wealth Advisors's portfolio in Q2 2026, its #371 holding.
  • EP Wealth Advisors first reported a position in Avantis Responsible International Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 97 funds tracked by Wall St. Rank held Avantis Responsible International Equity ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.