FPI
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Financial Plan Inc’s Avantis Responsible International Equity ETF AVSD Stock Holding History

Financial Plan Inc’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 		$659K Buy
8,952
+1,746
+24% +$134K 0.07% 56
2025
Q4 		$535K Buy
+7,206
New +$522K 0.06% 57

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 $3.56B AUM 16.28% 1-Year Est. Return
SFP
Strategic Financial Planning Plano, Texas $171M AUM 17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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 $21.1B AUM 40.03% 1-Year Est. Return
TP
Trailhead Planners Edina, Minnesota $103M AUM
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
RP
Riverwater Partners Milwaukee, Wisconsin $300M AUM 26.4% 1-Year Est. Return

Financial Plan Inc's AVSD Position: Q1 2026 in Review

Financial Plan Inc increased its Avantis Responsible International Equity ETF (AVSD) stake by 24% in Q1 2026, buying an estimated $134K and bringing the position to 8,952 shares worth $659K. The position accounts for 0.07% of the portfolio, ranked #56.

Financial Plan Inc first reported a position in AVSD in Q4 2025 and has held it in 2 quarters since. 89 funds tracked by Wall St. Rank hold AVSD as of Q1 2026.

  • Financial Plan Inc held 8,952 shares of Avantis Responsible International Equity ETF worth $659K as of Q1 2026.
  • Financial Plan Inc bought 1,746 Avantis Responsible International Equity ETF shares in Q1 2026, an estimated $134K.
  • Avantis Responsible International Equity ETF made up 0.07% of Financial Plan Inc's portfolio in Q1 2026, its #56 holding.
  • Financial Plan Inc first reported a position in Avantis Responsible International Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • 89 funds tracked by Wall St. Rank held Avantis Responsible International Equity ETF as of Q1 2026.

Based on Financial Plan Inc's 13F filing for Q1 2026, filed 27 Apr 2026.