Oak Wealth Advisors’s Avantis Responsible International Equity ETF AVSD Stock Holding History

Oak Wealth Advisors’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	$497K	Buy	6,242 +1,101	+21%	+$89.7K	0.22%	51
2026 Q2	$411K	Buy	5,141 +966	+23%	+$76.2K	0.2%	53
2026 Q1	$307K	Sell	4,175 -248	-6%	-$19.1K	0.17%	49
2025 Q4	$328K	Sell	4,423 -467	-10%	-$33.8K	0.19%	48
2025 Q3	$350K	Hold	4,890	–	–	0.2%	43
2025 Q2	$330K	Hold	4,890	–	–	0.21%	46
2025 Q1	$293K	Hold	4,890	–	–	0.22%	45
2024 Q4	$272K	Buy	+4,890	New	+$284K	0.21%	52

Other funds holding AVSD

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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

HUB Investment Partners Austin, Texas $5.8B AUM 24.38% 1-Year Est. Return

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

Riverwater Partners Milwaukee, Wisconsin $360M AUM 25.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

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

Oak Wealth Advisors's AVSD Position: Q3 2026 in Review

Oak Wealth Advisors increased its Avantis Responsible International Equity ETF (AVSD) stake by 21% in Q3 2026, buying an estimated $89.7K and bringing the position to 6,242 shares worth $497K. The position accounts for 0.22% of the portfolio, ranked #51.

Oak Wealth Advisors first reported a position in AVSD in Q4 2024 and has held it in 8 quarters since. 67 funds tracked by Wall St. Rank hold AVSD as of Q3 2026.

Oak Wealth Advisors held 6,242 shares of Avantis Responsible International Equity ETF worth $497K as of Q3 2026.
Oak Wealth Advisors bought 1,101 Avantis Responsible International Equity ETF shares in Q3 2026, an estimated $89.7K.
Avantis Responsible International Equity ETF made up 0.22% of Oak Wealth Advisors's portfolio in Q3 2026, its #51 holding.
Oak Wealth Advisors first reported a position in Avantis Responsible International Equity ETF in Q4 2024 and has held it in 8 quarters since.
67 funds tracked by Wall St. Rank held Avantis Responsible International Equity ETF as of Q3 2026.

Based on Oak Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.