Kelman-Lazarov Inc’s Avantis Responsible International Equity ETF AVSD Stock Holding History

Kelman-Lazarov Inc’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	$419K	Buy	5,687 +1,354	+31%	+$104K	0.06%	97
2025 Q4	$322K	Buy	4,333 +98	+2%	+$7.1K	0.05%	111
2025 Q3	$303K	Hold	4,235	–	–	0.04%	114
2025 Q2	$286K	Hold	4,235	–	–	0.05%	101
2025 Q1	$254K	Sell	4,235 -703	-14%	-$41.6K	0.05%	105
2024 Q4	$275K	Hold	4,938	–	–	0.05%	89
2024 Q3	$299K	Hold	4,938	–	–	0.05%	91
2024 Q2	$274K	Buy	4,938 +17	+0.3%	+$961	0.05%	92
2024 Q1	$280K	Hold	4,921	–	–	0.05%	87
2023 Q4	$265K	Hold	4,921	–	–	0.06%	88
2023 Q3	$241K	Sell	4,921 -120	-2%	-$6.11K	0.06%	91
2023 Q2	$258K	Hold	5,041	–	–	0.06%	88
2023 Q1	$255K	Hold	5,041	–	–	0.07%	87
2022 Q4	$237K	Buy	+5,041	New	+$226K	0.07%	84

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

Kelman-Lazarov Inc's AVSD Position: Q1 2026 in Review

Kelman-Lazarov Inc increased its Avantis Responsible International Equity ETF (AVSD) stake by 31% in Q1 2026, buying an estimated $104K and bringing the position to 5,687 shares worth $419K. The position accounts for 0.06% of the portfolio, ranked #97.

Kelman-Lazarov Inc first reported a position in AVSD in Q4 2022 and has held it in 14 quarters since. 89 funds tracked by Wall St. Rank hold AVSD as of Q1 2026.

Kelman-Lazarov Inc held 5,687 shares of Avantis Responsible International Equity ETF worth $419K as of Q1 2026.
Kelman-Lazarov Inc bought 1,354 Avantis Responsible International Equity ETF shares in Q1 2026, an estimated $104K.
Avantis Responsible International Equity ETF made up 0.06% of Kelman-Lazarov Inc's portfolio in Q1 2026, its #97 holding.
Kelman-Lazarov Inc first reported a position in Avantis Responsible International Equity ETF in Q4 2022 and has held it in 14 quarters since.
89 funds tracked by Wall St. Rank held Avantis Responsible International Equity ETF as of Q1 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2026, filed 27 Apr 2026.