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Herold Advisors’s Avantis Responsible International Equity ETF AVSD Stock Holding History

Herold Advisors’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
2025
Q3 		– Sell
-3,396
Closed -$229K – 251
2025
Q2 		$229K Sell
3,396
-3,239
-49% -$206K 0.05% 275
2025
Q1 		$398K Buy
+6,635
New +$392K 0.09% 194

Other funds holding AVSD

WCWM
Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LAMNM
Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RP
Riverwater Partners Milwaukee, Wisconsin $300M AUM 26.4% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Herold Advisors's AVSD Position: Q3 2025 in Review

Herold Advisors sold out of Avantis Responsible International Equity ETF (AVSD) in Q3 2025, closing a stake of 3,396 shares — an estimated $229K sold.

Herold Advisors first reported a position in AVSD in Q1 2025 and held it in 2 quarters. The position peaked at $398K in Q1 2025. 71 funds tracked by Wall St. Rank hold AVSD as of Q3 2025.

  • Herold Advisors reported no remaining Avantis Responsible International Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Herold Advisors sold 3,396 Avantis Responsible International Equity ETF shares in Q3 2025, an estimated $229K.
  • Herold Advisors first reported a position in Avantis Responsible International Equity ETF in Q1 2025 and held it in 2 quarters.
  • Herold Advisors's Avantis Responsible International Equity ETF position peaked at $398K in Q1 2025.
  • 71 funds tracked by Wall St. Rank held Avantis Responsible International Equity ETF as of Q3 2025.

Based on Herold Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.