MB Generational Wealth’s Avantis Responsible International Equity ETF AVSD Stock Holding History

MB Generational 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	$1.58M	Sell	19,748 -43	-0.2%	-$3.39K	0.77%	27
2026 Q1	$1.46M	Hold	19,791	–	–	0.81%	25
2025 Q4	$1.47M	Hold	19,791	–	–	0.78%	27
2025 Q3	$1.42M	Buy	+19,791	New	+$1.37M	0.9%	19
2025 Q1	$1.24M	Sell	20,694 -1,223	-6%	-$72.3K	0.93%	18
2024 Q4	$1.22M	Hold	21,917	–	–	0.9%	17
2024 Q3	$1.33M	Hold	21,917	–	–	0.96%	17
2024 Q2	$1.22M	Sell	21,917 -9	-0%	-$509	0.94%	16
2024 Q1	$1.25M	Hold	21,926	–	–	0.98%	16
2023 Q4	$1.18M	Buy	+21,926	New	+$1.1M	1.11%	16

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 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

MB Generational Wealth's AVSD Position: Q2 2026 in Review

MB Generational Wealth reduced its Avantis Responsible International Equity ETF (AVSD) stake by 0.22% in Q2 2026, selling an estimated $3.39K and leaving 19,748 shares worth $1.58M. The position accounts for 0.77% of the portfolio, ranked #27.

MB Generational Wealth first reported a position in AVSD in Q4 2023 and has held it in 10 quarters since. 97 funds tracked by Wall St. Rank hold AVSD as of Q2 2026.

MB Generational Wealth held 19,748 shares of Avantis Responsible International Equity ETF worth $1.58M as of Q2 2026.
MB Generational Wealth sold 43 Avantis Responsible International Equity ETF shares in Q2 2026, an estimated $3.39K.
Avantis Responsible International Equity ETF made up 0.77% of MB Generational Wealth's portfolio in Q2 2026, its #27 holding.
MB Generational Wealth first reported a position in Avantis Responsible International Equity ETF in Q4 2023 and has held it in 10 quarters since.
97 funds tracked by Wall St. Rank held Avantis Responsible International Equity ETF as of Q2 2026.

Based on MB Generational Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.