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Mason & Associates (California)’s Avantis Responsible International Equity ETF AVSD Stock Holding History

Mason & Associates (California)’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 		$2.05M Buy
28,734
+2,743
+11% +$211K 0.4% 46
2025
Q4 		$1.93M Buy
+25,991
New +$1.88M 0.36% 44

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
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

Mason & Associates (California)'s AVSD Position: Q1 2026 in Review

Mason & Associates (California) increased its Avantis Responsible International Equity ETF (AVSD) stake by 11% in Q1 2026, buying an estimated $211K and bringing the position to 28,734 shares worth $2.05M. The position accounts for 0.4% of the portfolio, ranked #46.

Mason & Associates (California) first reported a position in AVSD in Q4 2025 and has held it in 2 quarters since. 89 funds tracked by Wall St. Rank hold AVSD as of Q1 2026.

  • Mason & Associates (California) held 28,734 shares of Avantis Responsible International Equity ETF worth $2.05M as of Q1 2026.
  • Mason & Associates (California) bought 2,743 Avantis Responsible International Equity ETF shares in Q1 2026, an estimated $211K.
  • Avantis Responsible International Equity ETF made up 0.4% of Mason & Associates (California)'s portfolio in Q1 2026, its #46 holding.
  • Mason & Associates (California) first reported a position in Avantis Responsible International Equity ETF in Q4 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 Mason & Associates (California)'s 13F filing for Q1 2026, filed 30 Apr 2026.