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

HB 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
Q1 		$545K Sell
7,395
-2,250
-23% -$173K ﹤0.01% 931
2025
Q4 		$716K Buy
9,645
+50
+0.5% +$3.62K ﹤0.01% 744
2025
Q3 		$687K Hold
9,595
– – ﹤0.01% 725
2025
Q2 		$648K Sell
9,595
-156
-2% -$9.93K 0.01% 664
2025
Q1 		$585K Buy
+9,751
New +$576K ﹤0.01% 717

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

HB Wealth Management's AVSD Position: Q1 2026 in Review

HB Wealth Management reduced its Avantis Responsible International Equity ETF (AVSD) stake by 23% in Q1 2026, selling an estimated $173K and leaving 7,395 shares worth $545K. The position accounts for ﹤0.01% of the portfolio, ranked #931.

HB Wealth Management first reported a position in AVSD in Q1 2025 and has held it in 5 quarters since. The position peaked at $716K in Q4 2025. 89 funds tracked by Wall St. Rank hold AVSD as of Q1 2026.

  • HB Wealth Management held 7,395 shares of Avantis Responsible International Equity ETF worth $545K as of Q1 2026.
  • HB Wealth Management sold 2,250 Avantis Responsible International Equity ETF shares in Q1 2026, an estimated $173K.
  • Avantis Responsible International Equity ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q1 2026, its #931 holding.
  • HB Wealth Management first reported a position in Avantis Responsible International Equity ETF in Q1 2025 and has held it in 5 quarters since.
  • HB Wealth Management's Avantis Responsible International Equity ETF position peaked at $716K in Q4 2025.
  • 89 funds tracked by Wall St. Rank held Avantis Responsible International Equity ETF as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.