Opes Wealth Management’s Avantis Responsible International Equity ETF AVSD Stock Holding History

Opes Wealth Management’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	$930K	Buy	12,634 +435	+4%	+$33.4K	0.15%	75
2025 Q4	$906K	Sell	12,199 -40	-0.3%	-$2.9K	0.15%	79
2025 Q3	$876K	Sell	12,239 -1,415	-10%	-$97.9K	0.15%	74
2025 Q2	$922K	Buy	13,654 +1,764	+15%	+$112K	0.16%	74
2025 Q1	$713K	Buy	11,890 +5,295	+80%	+$313K	0.14%	73
2024 Q4	$367K	Sell	6,595 -450	-6%	-$26.1K	0.08%	101
2024 Q3	$427K	Buy	7,045 +295	+4%	+$17K	0.08%	92
2024 Q2	$375K	Sell	6,750 -30	-0.4%	-$1.7K	0.08%	94
2024 Q1	$386K	Buy	6,780 +268	+4%	+$14.6K	0.09%	96
2023 Q4	$351K	Buy	+6,512	New	+$326K	0.08%	96

Other funds holding AVSD

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

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

Strategic Financial Planning Plano, Texas $192M AUM 20.45% 1-Year Est. Return

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

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

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

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

Trailhead Planners Edina, Minnesota $103M AUM

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

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

Opes Wealth Management's AVSD Position: Q1 2026 in Review

Opes Wealth Management increased its Avantis Responsible International Equity ETF (AVSD) stake by 3.6% in Q1 2026, buying an estimated $33.4K and bringing the position to 12,634 shares worth $930K. The position accounts for 0.15% of the portfolio, ranked #75.

Opes Wealth Management first reported a position in AVSD in Q4 2023 and has held it in 10 quarters since. 90 funds tracked by Wall St. Rank hold AVSD as of Q1 2026.

Opes Wealth Management held 12,634 shares of Avantis Responsible International Equity ETF worth $930K as of Q1 2026.
Opes Wealth Management bought 435 Avantis Responsible International Equity ETF shares in Q1 2026, an estimated $33.4K.
Avantis Responsible International Equity ETF made up 0.15% of Opes Wealth Management's portfolio in Q1 2026, its #75 holding.
Opes Wealth Management first reported a position in Avantis Responsible International Equity ETF in Q4 2023 and has held it in 10 quarters since.
90 funds tracked by Wall St. Rank held Avantis Responsible International Equity ETF as of Q1 2026.

Based on Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.