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 Q2	$2.56K	Sell	32 -7,960	-100%	-$628K	﹤0.01%	4179
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 $4.3B 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

Steward Partners Investment Advisory's AVSD Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Avantis Responsible International Equity ETF (AVSD) stake by 100% in Q2 2026, selling an estimated $628K and leaving 32 shares worth $2.56K. The position accounts for ﹤0.01% of the portfolio, ranked #4179.

Steward Partners Investment Advisory first reported a position in AVSD in Q2 2025 and has held it in 5 quarters since. The position peaked at $614K in Q4 2025. 97 funds tracked by Wall St. Rank hold AVSD as of Q2 2026.

Steward Partners Investment Advisory held 32 shares of Avantis Responsible International Equity ETF worth $2.56K as of Q2 2026.
Steward Partners Investment Advisory sold 7,960 Avantis Responsible International Equity ETF shares in Q2 2026, an estimated $628K.
Avantis Responsible International Equity ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4179 holding.
Steward Partners Investment Advisory first reported a position in Avantis Responsible International Equity ETF in Q2 2025 and has held it in 5 quarters since.
Steward Partners Investment Advisory's Avantis Responsible International Equity ETF position peaked at $614K in Q4 2025.
97 funds tracked by Wall St. Rank held Avantis Responsible International Equity ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.