Pathstone Holdings

Pathstone Holdings’s Avantis Responsible International Equity ETF AVSD Stock Holding History

Pathstone Holdings’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	$350K	Hold	4,747	–	–	﹤0.01%	1907
2025 Q4	$353K	Hold	4,747	–	–	﹤0.01%	1895
2025 Q3	$340K	Hold	4,747	–	–	﹤0.01%	1973
2025 Q2	$321K	Buy	+4,747	New	+$302K	﹤0.01%	1907

Other funds holding AVSD

Northwest & Ethical Investments Toronto, Ontario, Canada $4.32B AUM 23.26% 1-Year Est. Return

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

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

HUB Investment Partners Austin, Texas $4.09B AUM 24.76% 1-Year Est. Return

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Trailhead Planners Edina, Minnesota $104M AUM

Mercer Global Advisors

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