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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
Q2 		$2.17M Sell
27,218
-1,516
-5% -$120K 0.35% 48
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 $4.3B AUM 24.01% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
Fidelity Investments
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
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Corient Private Wealth
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RP
Riverwater Partners Milwaukee, Wisconsin $337M AUM 37.65% 1-Year Est. Return

Mason & Associates (California)'s AVSD Position: Q2 2026 in Review

Mason & Associates (California) reduced its Avantis Responsible International Equity ETF (AVSD) stake by 5.3% in Q2 2026, selling an estimated $120K and leaving 27,218 shares worth $2.17M. The position accounts for 0.35% of the portfolio, ranked #48.

Mason & Associates (California) first reported a position in AVSD in Q4 2025 and has held it in 3 quarters since. 97 funds tracked by Wall St. Rank hold AVSD as of Q2 2026.

  • Mason & Associates (California) held 27,218 shares of Avantis Responsible International Equity ETF worth $2.17M as of Q2 2026.
  • Mason & Associates (California) sold 1,516 Avantis Responsible International Equity ETF shares in Q2 2026, an estimated $120K.
  • Avantis Responsible International Equity ETF made up 0.35% of Mason & Associates (California)'s portfolio in Q2 2026, its #48 holding.
  • Mason & Associates (California) first reported a position in Avantis Responsible International Equity ETF in Q4 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 Mason & Associates (California)'s 13F filing for Q2 2026, filed 23 Jul 2026.