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 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

NEI

Northwest & Ethical Investments Toronto, Ontario, Canada $4.3B AUM 24.01% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

HIP

HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

HFA

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Riverwater Partners Milwaukee, Wisconsin $337M AUM 37.65% 1-Year Est. Return

Oak Wealth Advisors's AVSD Position: Q2 2026 in Review

Oak Wealth Advisors increased its Avantis Responsible International Equity ETF (AVSD) stake by 23% in Q2 2026, buying an estimated $76.2K and bringing the position to 5,141 shares worth $411K. The position accounts for 0.2% of the portfolio, ranked #53.

Oak Wealth Advisors first reported a position in AVSD in Q4 2024 and has held it in 7 quarters since. 97 funds tracked by Wall St. Rank hold AVSD as of Q2 2026.

Oak Wealth Advisors held 5,141 shares of Avantis Responsible International Equity ETF worth $411K as of Q2 2026.
Oak Wealth Advisors bought 966 Avantis Responsible International Equity ETF shares in Q2 2026, an estimated $76.2K.
Avantis Responsible International Equity ETF made up 0.2% of Oak Wealth Advisors's portfolio in Q2 2026, its #53 holding.
Oak Wealth Advisors first reported a position in Avantis Responsible International Equity ETF in Q4 2024 and has held it in 7 quarters since.
97 funds tracked by Wall St. Rank held Avantis Responsible International Equity ETF as of Q2 2026.

Based on Oak Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.