MPW
AVSD icon

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
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 $4.32B AUM 23.26% 1-Year Est. Return
SFP
Strategic Financial Planning Plano, Texas $171M AUM 17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Corient Private Wealth
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
TP
Trailhead Planners Edina, Minnesota $104M AUM
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
RP
Riverwater Partners Milwaukee, Wisconsin $300M AUM 26.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

MASECO Private Wealth's AVSD Position: Q1 2026 in Review

MASECO Private Wealth opened a new position in Avantis Responsible International Equity ETF (AVSD) in Q1 2026: 701,841 shares worth $51.7M. The stake represents 1.62% of the portfolio and ranks #19 among its holdings. This is a return to the name: MASECO Private Wealth previously reported a position in AVSD as recently as Q2 2025.

MASECO Private Wealth first reported a position in AVSD in Q2 2025 and has held it in 2 quarters since. 89 funds tracked by Wall St. Rank hold AVSD as of Q1 2026.

  • MASECO Private Wealth held 701,841 shares of Avantis Responsible International Equity ETF worth $51.7M as of Q1 2026.
  • Avantis Responsible International Equity ETF was a new MASECO Private Wealth position in Q1 2026.
  • Avantis Responsible International Equity ETF made up 1.62% of MASECO Private Wealth's portfolio in Q1 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 2 quarters since.
  • 89 funds tracked by Wall St. Rank held Avantis Responsible International Equity ETF as of Q1 2026.

Based on MASECO Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.