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

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

CAM

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

FDS

Freedom Day Solutions Houston, Texas $452M AUM 24.78% 1-Year Est. Return

MAC

Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

NCM

Northland Capital Management Virginia, Minnesota $186M AUM 16.43% 1-Year Est. Return

TWA

Trellis Wealth Advisors San Luis Obispo, California $291M AUM 20.63% 1-Year Est. Return

RWP

Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

HNWA

Henrickson Nauta Wealth Advisors Belmont, Michigan $410M AUM 25.02% 1-Year Est. Return

Vestment Financial Chanhassen, Minnesota $223M AUM 19.41% 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. 37 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.
37 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.