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

Highland Financial 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
2026
Q2 		$6.41M Buy
80,278
+52,882
+193% +$4.17M 1.41% 17
2026
Q1 		$2.02M Buy
27,396
+1,657
+6% +$127K 0.53% 23
2025
Q4 		$1.91M Sell
25,739
-770
-3% -$55.8K 0.53% 23
2025
Q3 		$1.9M Buy
26,509
+3,095
+13% +$214K 0.54% 24
2025
Q2 		$1.58M Sell
23,414
-2,272
-9% -$145K 0.51% 23
2025
Q1 		$1.54M Sell
25,686
-6,470
-20% -$382K 0.55% 22
2024
Q4 		$1.79M Buy
32,156
+187
+0.6% +$10.8K 0.62% 22
2024
Q3 		$1.94M Buy
31,969
+1,948
+6% +$113K 0.69% 21
2024
Q2 		$1.67M Buy
30,021
+2,764
+10% +$156K 0.62% 22
2024
Q1 		$1.55M Sell
27,257
-987
-3% -$53.7K 0.62% 23
2023
Q4 		$1.52M Buy
28,244
+1,444
+5% +$72.3K 0.66% 24
2023
Q3 		$1.31M Buy
26,800
+2,498
+10% +$127K 0.68% 23
2023
Q2 		$1.24M Buy
24,302
+7,047
+41% +$361K 0.64% 23
2023
Q1 		$873K Buy
17,255
+67
+0.4% +$3.35K 0.47% 27
2022
Q4 		$809K Buy
17,188
+2,703
+19% +$121K 0.48% 26
2022
Q3 		$585K Buy
+14,485
New +$657K 0.41% 30

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
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
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RP
Riverwater Partners Milwaukee, Wisconsin $337M AUM 37.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Highland Financial Advisors's AVSD Position: Q2 2026 in Review

Highland Financial Advisors increased its Avantis Responsible International Equity ETF (AVSD) stake by 193% in Q2 2026, buying an estimated $4.17M and bringing the position to 80,278 shares worth $6.41M. The position accounts for 1.41% of the portfolio, ranked #17.

Highland Financial Advisors first reported a position in AVSD in Q3 2022 and has held it in 16 quarters since. 97 funds tracked by Wall St. Rank hold AVSD as of Q2 2026.

  • Highland Financial Advisors held 80,278 shares of Avantis Responsible International Equity ETF worth $6.41M as of Q2 2026.
  • Highland Financial Advisors bought 52,882 Avantis Responsible International Equity ETF shares in Q2 2026, an estimated $4.17M.
  • Avantis Responsible International Equity ETF made up 1.41% of Highland Financial Advisors's portfolio in Q2 2026, its #17 holding.
  • Highland Financial Advisors first reported a position in Avantis Responsible International Equity ETF in Q3 2022 and has held it in 16 quarters since.
  • 97 funds tracked by Wall St. Rank held Avantis Responsible International Equity ETF as of Q2 2026.

Based on Highland Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.