Pearl Planning’s Avantis Responsible International Equity ETF AVSD Stock Holding History

Pearl Planning’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	$239K	Buy	+2,986	New	+$236K	0.11%	55

Other funds holding AVSD

NEI

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

MPW

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

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

HIP

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

MMH

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

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

Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return

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

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

Pearl Planning's AVSD Position: Q2 2026 in Review

Pearl Planning opened a new position in Avantis Responsible International Equity ETF (AVSD) in Q2 2026: 2,986 shares worth $239K. The stake represents 0.11% of the portfolio and ranks #55 among its holdings.

97 funds tracked by Wall St. Rank hold AVSD as of Q2 2026.

Pearl Planning held 2,986 shares of Avantis Responsible International Equity ETF worth $239K as of Q2 2026.
Avantis Responsible International Equity ETF was a new Pearl Planning position in Q2 2026.
Avantis Responsible International Equity ETF made up 0.11% of Pearl Planning's portfolio in Q2 2026, its #55 holding.
97 funds tracked by Wall St. Rank held Avantis Responsible International Equity ETF as of Q2 2026.

Based on Pearl Planning's 13F filing for Q2 2026, filed 21 Jul 2026.