McCarley & Cook Financial Planners’s Avantis Responsible International Equity ETF AVSD Stock Holding History

McCarley & Cook Financial Planners’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 Q3	$198K	Buy	2,491 +18	+0.7%	+$1.47K	0.15%	53
2026 Q2	$198K	Buy	2,473 +15	+0.6%	+$1.18K	0.15%	52
2026 Q1	$181K	Hold	2,458	–	–	0.16%	54
2025 Q4	$183K	Buy	+2,458	New	+$178K	0.16%	51

Other funds holding AVSD

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Highland Financial Advisors Wayne, New Jersey $469M AUM 14.35% 1-Year Est. Return

Clarity Asset Management Ames, Iowa $205M AUM 9.85% 1-Year Est. Return

Freedom Day Solutions Houston, Texas $455M AUM 16.82% 1-Year Est. Return

Northland Capital Management Virginia, Minnesota $218M AUM 8.87% 1-Year Est. Return

Trellis Wealth Advisors San Luis Obispo, California $299M AUM 13.14% 1-Year Est. Return

Revolve Wealth Partners Hackensack, New Jersey $959M AUM 16.43% 1-Year Est. Return

Hill Island Financial Grand Rapids, Michigan $481M AUM 18.93% 1-Year Est. Return

Vestment Financial Chanhassen, Minnesota $224M AUM 12.2% 1-Year Est. Return

McCarley & Cook Financial Planners's AVSD Position: Q3 2026 in Review

McCarley & Cook Financial Planners increased its Avantis Responsible International Equity ETF (AVSD) stake by 0.73% in Q3 2026, buying an estimated $1.47K and bringing the position to 2,491 shares worth $198K. The position accounts for 0.15% of the portfolio, ranked #53.

McCarley & Cook Financial Planners first reported a position in AVSD in Q4 2025 and has held it in 4 quarters since. 29 funds tracked by Wall St. Rank hold AVSD as of Q3 2026.

McCarley & Cook Financial Planners held 2,491 shares of Avantis Responsible International Equity ETF worth $198K as of Q3 2026.
McCarley & Cook Financial Planners bought 18 Avantis Responsible International Equity ETF shares in Q3 2026, an estimated $1.47K.
Avantis Responsible International Equity ETF made up 0.15% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #53 holding.
McCarley & Cook Financial Planners first reported a position in Avantis Responsible International Equity ETF in Q4 2025 and has held it in 4 quarters since.
29 funds tracked by Wall St. Rank held Avantis Responsible International Equity ETF as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.