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 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 $4.32B 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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Trailhead Planners Edina, Minnesota $104M AUM

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Riverwater Partners Milwaukee, Wisconsin $300M AUM 26.4% 1-Year Est. Return

MB Generational Wealth's AVSD Position: Q1 2026 in Review

MB Generational Wealth held its Avantis Responsible International Equity ETF (AVSD) position steady in Q1 2026 at 19,791 shares worth $1.46M. The position accounts for 0.81% of the portfolio, ranked #25.

MB Generational Wealth first reported a position in AVSD in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.47M in Q4 2025. 89 funds tracked by Wall St. Rank hold AVSD as of Q1 2026.

MB Generational Wealth held 19,791 shares of Avantis Responsible International Equity ETF worth $1.46M as of Q1 2026.
MB Generational Wealth left its Avantis Responsible International Equity ETF share count unchanged in Q1 2026.
Avantis Responsible International Equity ETF made up 0.81% of MB Generational Wealth's portfolio in Q1 2026, its #25 holding.
MB Generational Wealth first reported a position in Avantis Responsible International Equity ETF in Q4 2023 and has held it in 9 quarters since.
MB Generational Wealth's Avantis Responsible International Equity ETF position peaked at $1.47M in Q4 2025.
89 funds tracked by Wall St. Rank held Avantis Responsible International Equity ETF as of Q1 2026.

Based on MB Generational Wealth's 13F filing for Q1 2026, filed 4 May 2026.