Merriman Wealth Management’s Avantis Responsible International Equity ETF AVSD Stock Holding History

Merriman Wealth Management’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
2024 Q4	$3.81M	Buy	68,364 +711	+1%	+$41.2K	0.16%	48
2024 Q3	$4.1M	Sell	67,653 -1,261	-2%	-$72.9K	0.17%	59
2024 Q2	$3.83M	Sell	68,914 -2,807	-4%	-$159K	0.17%	61
2024 Q1	$4.08M	Buy	71,721 +14	+0%	+$762	0.18%	58
2023 Q4	$3.86M	Buy	71,707 +11,176	+18%	+$559K	0.19%	58
2023 Q3	$2.97M	Sell	60,531 -1,813	-3%	-$92.3K	0.15%	47
2023 Q2	$3.19M	Buy	62,344 +6,543	+12%	+$335K	0.16%	68
2023 Q1	$2.82M	Sell	55,801 -1,024	-2%	-$51.2K	0.15%	58
2022 Q4	$2.67M	Buy	56,825 +28,492	+101%	+$1.28M	0.14%	64
2022 Q3	$1.14M	Buy	28,333 +23,892	+538%	+$1.08M	0.08%	56
2022 Q2	$201K	Buy	+4,441	New	+$218K	0.01%	159

Other funds holding AVSD

CAM

Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return

WCWM

Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

LAMNM

Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wealthstream Advisors New York $661M AUM 18% 1-Year Est. Return

HFA

Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return

Merriman Wealth Management's AVSD Position: Q4 2024 in Review

Merriman Wealth Management increased its Avantis Responsible International Equity ETF (AVSD) stake by 1.1% in Q4 2024, buying an estimated $41.2K and bringing the position to 68,364 shares worth $3.81M. The position accounts for 0.16% of the portfolio, ranked #48.

Merriman Wealth Management first reported a position in AVSD in Q2 2022 and has held it in 11 quarters since. The position peaked at $4.1M in Q3 2024. 55 funds tracked by Wall St. Rank hold AVSD as of Q4 2024.

Merriman Wealth Management held 68,364 shares of Avantis Responsible International Equity ETF worth $3.81M as of Q4 2024.
Merriman Wealth Management bought 711 Avantis Responsible International Equity ETF shares in Q4 2024, an estimated $41.2K.
Avantis Responsible International Equity ETF made up 0.16% of Merriman Wealth Management's portfolio in Q4 2024, its #48 holding.
Merriman Wealth Management first reported a position in Avantis Responsible International Equity ETF in Q2 2022 and has held it in 11 quarters since.
Merriman Wealth Management's Avantis Responsible International Equity ETF position peaked at $4.1M in Q3 2024.
55 funds tracked by Wall St. Rank held Avantis Responsible International Equity ETF as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.