Evanson Asset Management’s Avantis Responsible International Equity ETF AVSD Stock Holding History

Evanson Asset Management’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	$300K	Buy	4,077 +4	+0.1%	+$307	0.02%	251
2025 Q4	$302K	Hold	4,073	–	–	0.02%	262
2025 Q3	$291K	Hold	4,073	–	–	0.02%	261
2025 Q2	$275K	Buy	4,073 +69	+2%	+$4.39K	0.02%	274
2025 Q1	$240K	Hold	4,004	–	–	0.02%	274
2024 Q4	$223K	Buy	4,004 +54	+1%	+$3.13K	0.02%	286
2024 Q3	$239K	Hold	3,950	–	–	0.02%	278
2024 Q2	$219K	Buy	3,950 +73	+2%	+$4.13K	0.02%	275
2024 Q1	$221K	Hold	3,877	–	–	0.02%	281
2023 Q4	$209K	Buy	+3,877	New	+$194K	0.02%	275

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

Evanson Asset Management's AVSD Position: Q1 2026 in Review

Evanson Asset Management increased its Avantis Responsible International Equity ETF (AVSD) stake by 0.1% in Q1 2026, buying an estimated $307 and bringing the position to 4,077 shares worth $300K. The position accounts for 0.02% of the portfolio, ranked #251.

Evanson Asset Management first reported a position in AVSD in Q4 2023 and has held it in 10 quarters since. The position peaked at $302K in Q4 2025. 89 funds tracked by Wall St. Rank hold AVSD as of Q1 2026.

Evanson Asset Management held 4,077 shares of Avantis Responsible International Equity ETF worth $300K as of Q1 2026.
Evanson Asset Management bought 4 Avantis Responsible International Equity ETF shares in Q1 2026, an estimated $307.
Avantis Responsible International Equity ETF made up 0.02% of Evanson Asset Management's portfolio in Q1 2026, its #251 holding.
Evanson Asset Management first reported a position in Avantis Responsible International Equity ETF in Q4 2023 and has held it in 10 quarters since.
Evanson Asset Management's Avantis Responsible International Equity ETF position peaked at $302K in Q4 2025.
89 funds tracked by Wall St. Rank held Avantis Responsible International Equity ETF as of Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.