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Goepper Burkhardt’s Avantis Responsible International Equity ETF AVSD Stock Holding History

Goepper Burkhardt’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 		$215K Buy
2,925
+125
+4% +$9.61K 0.07% 95
2025
Q4 		$208K Buy
+2,800
New +$203K 0.07% 101

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
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 $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
TP
Trailhead Planners Edina, Minnesota $104M 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

Goepper Burkhardt's AVSD Position: Q1 2026 in Review

Goepper Burkhardt increased its Avantis Responsible International Equity ETF (AVSD) stake by 4.5% in Q1 2026, buying an estimated $9.61K and bringing the position to 2,925 shares worth $215K. The position accounts for 0.07% of the portfolio, ranked #95.

Goepper Burkhardt 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.

  • Goepper Burkhardt held 2,925 shares of Avantis Responsible International Equity ETF worth $215K as of Q1 2026.
  • Goepper Burkhardt bought 125 Avantis Responsible International Equity ETF shares in Q1 2026, an estimated $9.61K.
  • Avantis Responsible International Equity ETF made up 0.07% of Goepper Burkhardt's portfolio in Q1 2026, its #95 holding.
  • Goepper Burkhardt 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 Goepper Burkhardt's 13F filing for Q1 2026, filed 13 May 2026.