Passive Capital Management’s Avantis Responsible International Equity ETF AVSD Stock Holding History

Passive Capital 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	–	Sell	-5,190	Closed	-$385K	–	105
2025 Q4	$385K	Buy	5,190 +54	+1%	+$3.91K	0.12%	69
2025 Q3	$367K	Buy	+5,136	New	+$355K	0.12%	67
2025 Q1	–	Sell	-5,054	Closed	-$281K	–	84
2024 Q4	$281K	Buy	5,054 +458	+10%	+$26.6K	0.1%	54
2024 Q3	$278K	Sell	4,596 -484	-10%	-$28K	0.1%	54
2024 Q2	$282K	Buy	5,080 +255	+5%	+$14.4K	0.1%	54
2024 Q1	$275K	Hold	4,825	–	–	0.11%	50
2023 Q4	$260K	Buy	4,825 +725	+18%	+$36.3K	0.11%	51
2023 Q3	$201K	Hold	4,100	–	–	0.09%	54
2023 Q2	$210K	Sell	4,100 -570	-12%	-$29.2K	0.09%	52
2023 Q1	$236K	Hold	4,670	–	–	0.1%	51
2022 Q4	$220K	Buy	+4,670	New	+$210K	0.1%	51

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Trailhead Planners Edina, Minnesota $104M AUM

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Riverwater Partners Milwaukee, Wisconsin $300M AUM 26.4% 1-Year Est. Return

Passive Capital Management's AVSD Position: Q1 2026 in Review

Passive Capital Management sold out of Avantis Responsible International Equity ETF (AVSD) in Q1 2026, closing a stake of 5,190 shares — an estimated $385K sold.

Passive Capital Management first reported a position in AVSD in Q4 2022 and held it in 11 quarters. The position peaked at $385K in Q4 2025. 89 funds tracked by Wall St. Rank hold AVSD as of Q1 2026.

Passive Capital Management reported no remaining Avantis Responsible International Equity ETF position as of Q1 2026 after selling out during the quarter.
Passive Capital Management sold 5,190 Avantis Responsible International Equity ETF shares in Q1 2026, an estimated $385K.
Passive Capital Management first reported a position in Avantis Responsible International Equity ETF in Q4 2022 and held it in 11 quarters.
Passive Capital Management's Avantis Responsible International Equity ETF position peaked at $385K in Q4 2025.
89 funds tracked by Wall St. Rank held Avantis Responsible International Equity ETF as of Q1 2026.

Based on Passive Capital Management's 13F filing for Q1 2026, filed 14 May 2026.