Plancorp LLC’s Avantis Responsible International Equity ETF AVSD Stock Holding History

Plancorp LLC’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	$466K	Hold	5,840	–	–	0.01%	267
2026 Q1	$455K	Hold	5,840	–	–	0.01%	241
2025 Q4	$434K	Hold	5,840	–	–	0.01%	235
2025 Q3	$418K	Hold	5,840	–	–	0.01%	246
2025 Q2	$395K	Hold	5,840	–	–	0.01%	257
2025 Q1	$350K	Hold	5,840	–	–	0.01%	256
2024 Q4	$325K	Hold	5,840	–	–	0.01%	239
2024 Q3	$354K	Hold	5,840	–	–	0.01%	224
2024 Q2	$324K	Hold	5,840	–	–	0.01%	220
2024 Q1	$332K	Hold	5,840	–	–	0.01%	218
2023 Q4	$315K	Hold	5,840	–	–	0.02%	211
2023 Q3	$286K	Hold	5,840	–	–	0.02%	205
2023 Q2	$299K	Hold	5,840	–	–	0.02%	199
2023 Q1	$295K	Hold	5,840	–	–	0.02%	197
2022 Q4	$275K	Buy	+5,840	New	+$262K	0.02%	202

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 $72.2B AUM 27.85% 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

Plancorp LLC's AVSD Position: Q2 2026 in Review

Plancorp LLC held its Avantis Responsible International Equity ETF (AVSD) position steady in Q2 2026 at 5,840 shares worth $466K. The position accounts for 0.01% of the portfolio, ranked #267.

Plancorp LLC first reported a position in AVSD in Q4 2022 and has held it in 15 quarters since. 97 funds tracked by Wall St. Rank hold AVSD as of Q2 2026.

Plancorp LLC held 5,840 shares of Avantis Responsible International Equity ETF worth $466K as of Q2 2026.
Plancorp LLC left its Avantis Responsible International Equity ETF share count unchanged in Q2 2026.
Avantis Responsible International Equity ETF made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #267 holding.
Plancorp LLC first reported a position in Avantis Responsible International Equity ETF in Q4 2022 and has held it in 15 quarters since.
97 funds tracked by Wall St. Rank held Avantis Responsible International Equity ETF as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.