MASECO Private Wealth’s Avantis Responsible International Equity ETF AVSD Stock Holding History

MASECO Private 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 Q2	$56.9M	Buy	711,707 +9,866	+1%	+$778K	1.6%	19
2026 Q1	$51.7M	Buy	+701,841	New	+$53.9M	1.62%	19
2025 Q3	–	Sell	-660,004	Closed	-$44.6M	–	290
2025 Q2	$44.6M	Buy	+660,004	New	+$42M	1.69%	17

Other funds holding AVSD

NEI

Northwest & Ethical Investments Toronto, Ontario, Canada $4.3B AUM 24.01% 1-Year Est. Return

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 Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

HFA

Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Riverwater Partners Milwaukee, Wisconsin $337M AUM 37.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MASECO Private Wealth's AVSD Position: Q2 2026 in Review

MASECO Private Wealth increased its Avantis Responsible International Equity ETF (AVSD) stake by 1.4% in Q2 2026, buying an estimated $778K and bringing the position to 711,707 shares worth $56.9M. The position accounts for 1.6% of the portfolio, ranked #19.

MASECO Private Wealth first reported a position in AVSD in Q2 2025 and has held it in 3 quarters since. 97 funds tracked by Wall St. Rank hold AVSD as of Q2 2026.

MASECO Private Wealth held 711,707 shares of Avantis Responsible International Equity ETF worth $56.9M as of Q2 2026.
MASECO Private Wealth bought 9,866 Avantis Responsible International Equity ETF shares in Q2 2026, an estimated $778K.
Avantis Responsible International Equity ETF made up 1.6% of MASECO Private Wealth's portfolio in Q2 2026, its #19 holding.
MASECO Private Wealth first reported a position in Avantis Responsible International Equity ETF in Q2 2025 and has held it in 3 quarters since.
97 funds tracked by Wall St. Rank held Avantis Responsible International Equity ETF as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.