Journey Strategic Wealth’s Avantis Responsible International Equity ETF AVSD Stock Holding History

Journey Strategic Wealth’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	$812K	Sell	11,022 -321	-3%	-$24.7K	0.02%	227
2025 Q4	$842K	Buy	11,343 +378	+3%	+$27.4K	0.02%	205
2025 Q3	$785K	Buy	10,965 +598	+6%	+$41.4K	0.02%	207
2025 Q2	$700K	Sell	10,367 -859	-8%	-$54.7K	0.02%	224
2025 Q1	$673K	Buy	11,226 +978	+10%	+$57.8K	0.02%	183
2024 Q4	$571K	Buy	10,248 +2,454	+31%	+$142K	0.02%	195
2024 Q3	$472K	Sell	7,794 -819	-10%	-$47.3K	0.02%	226
2024 Q2	$478K	Buy	8,613 +4,165	+94%	+$235K	0.02%	165
2024 Q1	$253K	Buy	+4,448	New	+$242K	0.01%	224

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Trailhead Planners Edina, Minnesota $104M AUM

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Riverwater Partners Milwaukee, Wisconsin $300M AUM 26.4% 1-Year Est. Return

Journey Strategic Wealth's AVSD Position: Q1 2026 in Review

Journey Strategic Wealth reduced its Avantis Responsible International Equity ETF (AVSD) stake by 2.8% in Q1 2026, selling an estimated $24.7K and leaving 11,022 shares worth $812K. The position accounts for 0.02% of the portfolio, ranked #227.

Journey Strategic Wealth first reported a position in AVSD in Q1 2024 and has held it in 9 quarters since. The position peaked at $842K in Q4 2025. 89 funds tracked by Wall St. Rank hold AVSD as of Q1 2026.

Journey Strategic Wealth held 11,022 shares of Avantis Responsible International Equity ETF worth $812K as of Q1 2026.
Journey Strategic Wealth sold 321 Avantis Responsible International Equity ETF shares in Q1 2026, an estimated $24.7K.
Avantis Responsible International Equity ETF made up 0.02% of Journey Strategic Wealth's portfolio in Q1 2026, its #227 holding.
Journey Strategic Wealth first reported a position in Avantis Responsible International Equity ETF in Q1 2024 and has held it in 9 quarters since.
Journey Strategic Wealth's Avantis Responsible International Equity ETF position peaked at $842K in Q4 2025.
89 funds tracked by Wall St. Rank held Avantis Responsible International Equity ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.