SFP
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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
Q2 		– Sell
-310,632
Closed -$16.8M – 46
2026
Q1 		$16.8M Buy
+310,632
New +$23.9M 9.82% 3

Other funds holding AVSD

NEI
Northwest & Ethical Investments Toronto, Ontario, Canada $4.3B AUM 24.01% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
Fidelity Investments
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
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Corient Private Wealth
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RP
Riverwater Partners Milwaukee, Wisconsin $337M AUM 37.65% 1-Year Est. Return

Strategic Financial Planning's AVSD Position: Q2 2026 in Review

Strategic Financial Planning sold out of Avantis Responsible International Equity ETF (AVSD) in Q2 2026, closing a stake of 310,632 shares — an estimated $16.8M sold.

Strategic Financial Planning first reported a position in AVSD in Q1 2026 and held it in 1 quarter. The position peaked at $16.8M in Q1 2026. 97 funds tracked by Wall St. Rank hold AVSD as of Q2 2026.

  • Strategic Financial Planning reported no remaining Avantis Responsible International Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Strategic Financial Planning sold 310,632 Avantis Responsible International Equity ETF shares in Q2 2026, an estimated $16.8M.
  • Strategic Financial Planning first reported a position in Avantis Responsible International Equity ETF in Q1 2026 and held it in 1 quarter.
  • Strategic Financial Planning's Avantis Responsible International Equity ETF position peaked at $16.8M in Q1 2026.
  • 97 funds tracked by Wall St. Rank held Avantis Responsible International Equity ETF as of Q2 2026.

Based on Strategic Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.