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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

NEI
Northwest & Ethical Investments Toronto, Ontario, Canada $4.32B AUM 23.26% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
SFP
Strategic Financial Planning Plano, Texas $171M AUM 17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
TP
Trailhead Planners Edina, Minnesota $104M AUM
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
RP
Riverwater Partners Milwaukee, Wisconsin $300M AUM 26.4% 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. 89 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.
  • 89 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.