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

Strategic Financial 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
Q1 		$16.8M Buy
+310,632
New +$23.9M 9.82% 3

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
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
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
TP
Trailhead Planners Edina, Minnesota $104M AUM
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
RP
Riverwater Partners Milwaukee, Wisconsin $300M AUM 26.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Strategic Financial Planning's AVSD Position: Q1 2026 in Review

Strategic Financial Planning opened a new position in Avantis Responsible International Equity ETF (AVSD) in Q1 2026: 310,632 shares worth $16.8M. The stake represents 9.82% of the portfolio and ranks #3 among its holdings.

89 funds tracked by Wall St. Rank hold AVSD as of Q1 2026.

  • Strategic Financial Planning held 310,632 shares of Avantis Responsible International Equity ETF worth $16.8M as of Q1 2026.
  • Avantis Responsible International Equity ETF was a new Strategic Financial Planning position in Q1 2026.
  • Avantis Responsible International Equity ETF made up 9.82% of Strategic Financial Planning's portfolio in Q1 2026, its #3 holding.
  • 89 funds tracked by Wall St. Rank held Avantis Responsible International Equity ETF as of Q1 2026.

Based on Strategic Financial Planning's 13F filing for Q1 2026, filed 14 May 2026.