Steward Partners Investment Advisory’s Avantis Responsible International Equity ETF AVSD Stock Holding History

Steward Partners Investment Advisory’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	$589K	Sell	7,992 -277	-3%	-$21.3K	﹤0.01%	1431
2025 Q4	$614K	Sell	8,269 -17	-0.2%	-$1.23K	﹤0.01%	1308
2025 Q3	$593K	Buy	8,286 +1,630	+24%	+$113K	﹤0.01%	1288
2025 Q2	$450K	Buy	+6,656	New	+$424K	﹤0.01%	1352

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

Steward Partners Investment Advisory's AVSD Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Avantis Responsible International Equity ETF (AVSD) stake by 3.3% in Q1 2026, selling an estimated $21.3K and leaving 7,992 shares worth $589K. The position accounts for ﹤0.01% of the portfolio, ranked #1431.

Steward Partners Investment Advisory first reported a position in AVSD in Q2 2025 and has held it in 4 quarters since. The position peaked at $614K in Q4 2025. 89 funds tracked by Wall St. Rank hold AVSD as of Q1 2026.

Steward Partners Investment Advisory held 7,992 shares of Avantis Responsible International Equity ETF worth $589K as of Q1 2026.
Steward Partners Investment Advisory sold 277 Avantis Responsible International Equity ETF shares in Q1 2026, an estimated $21.3K.
Avantis Responsible International Equity ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1431 holding.
Steward Partners Investment Advisory first reported a position in Avantis Responsible International Equity ETF in Q2 2025 and has held it in 4 quarters since.
Steward Partners Investment Advisory's Avantis Responsible International Equity ETF position peaked at $614K in Q4 2025.
89 funds tracked by Wall St. Rank held Avantis Responsible International Equity ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.