Morris Financial Concepts’s Avantis Responsible International Equity ETF AVSD Stock Holding History

Morris Financial Concepts’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	$2.73K	Hold	37	–	–	﹤0.01%	191
2025 Q4	$2.75K	Hold	37	–	–	﹤0.01%	188
2025 Q3	$2.65K	Hold	37	–	–	﹤0.01%	192
2025 Q2	$2.5K	Hold	37	–	–	﹤0.01%	191
2025 Q1	$2.22K	Hold	37	–	–	﹤0.01%	194
2024 Q4	$2.06K	Hold	37	–	–	﹤0.01%	179
2024 Q3	$2.24K	Hold	37	–	–	﹤0.01%	187
2024 Q2	$2.06K	Hold	37	–	–	﹤0.01%	155
2024 Q1	$2.11K	Buy	+37	New	+$2.01K	﹤0.01%	157
2023 Q4	–	Sell	-35	Closed	-$1.72K	–	162
2023 Q3	$1.72K	Sell	35 -16	-31%	-$815	﹤0.01%	145
2023 Q2	$2.61K	Buy	+51	New	+$2.61K	﹤0.01%	145

Other funds holding AVSD

Northwest & Ethical Investments Toronto, Ontario, Canada $4.32B AUM 23.26% 1-Year Est. Return

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

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

HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Trailhead Planners Edina, Minnesota $104M AUM

Mercer Global Advisors

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