Grand Wealth Management’s Avantis Responsible International Equity ETF AVSD Stock Holding History

Grand Wealth 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 Q2	$224K	Hold	2,800	–	–	0.09%	47
2026 Q1	$206K	Hold	2,800	–	–	0.1%	49
2025 Q4	$208K	Hold	2,800	–	–	0.09%	40
2025 Q3	$200K	Hold	2,800	–	–	0.1%	41
2025 Q2	$189K	Hold	2,800	–	–	0.1%	43
2025 Q1	$168K	Hold	2,800	–	–	0.09%	38
2024 Q4	$156K	Hold	2,800	–	–	0.09%	37
2024 Q3	$170K	Hold	2,800	–	–	0.1%	38
2024 Q2	$156K	Sell	2,800 -720	-20%	-$40.7K	0.09%	38
2024 Q1	$200K	Hold	3,520	–	–	0.1%	46
2023 Q4	$190K	Buy	3,520 +720	+26%	+$36K	0.1%	46
2023 Q3	$137K	Buy	+2,800	New	+$143K	0.08%	45

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 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 Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Riverwater Partners Milwaukee, Wisconsin $337M AUM 37.65% 1-Year Est. Return

Grand Wealth Management's AVSD Position: Q2 2026 in Review

Grand Wealth Management held its Avantis Responsible International Equity ETF (AVSD) position steady in Q2 2026 at 2,800 shares worth $224K. The position accounts for 0.09% of the portfolio, ranked #47.

Grand Wealth Management first reported a position in AVSD in Q3 2023 and has held it in 12 quarters since. 97 funds tracked by Wall St. Rank hold AVSD as of Q2 2026.

Grand Wealth Management held 2,800 shares of Avantis Responsible International Equity ETF worth $224K as of Q2 2026.
Grand Wealth Management left its Avantis Responsible International Equity ETF share count unchanged in Q2 2026.
Avantis Responsible International Equity ETF made up 0.09% of Grand Wealth Management's portfolio in Q2 2026, its #47 holding.
Grand Wealth Management first reported a position in Avantis Responsible International Equity ETF in Q3 2023 and has held it in 12 quarters since.
97 funds tracked by Wall St. Rank held Avantis Responsible International Equity ETF as of Q2 2026.

Based on Grand Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.