Tarbox Family Office’s Avantis Responsible International Equity ETF AVSD Stock Holding History

Tarbox Family Office’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	$539K	Buy	6,745 +1,266	+23%	+$99.9K	0.08%	66
2026 Q1	$404K	Sell	5,479 -2	-0%	-$154	0.07%	73
2025 Q4	$407K	Hold	5,481	–	–	0.07%	76
2025 Q3	$392K	Hold	5,481	–	–	0.06%	84
2025 Q2	$370K	Hold	5,481	–	–	0.06%	84
2025 Q1	$329K	Sell	5,481 -17	-0.3%	-$1K	0.05%	88
2024 Q4	$306K	Buy	5,498 +34	+0.6%	+$1.97K	0.05%	89
2024 Q3	$331K	Buy	5,464 +464	+9%	+$26.8K	0.05%	87
2024 Q2	$278K	Buy	5,000 +60	+1%	+$3.39K	0.05%	92
2024 Q1	$281K	Buy	4,940 +158	+3%	+$8.59K	0.05%	87
2023 Q4	$258K	Buy	4,782 +533	+13%	+$26.7K	0.05%	86
2023 Q3	$208K	Buy	+4,249	New	+$216K	0.04%	98

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

Tarbox Family Office's AVSD Position: Q2 2026 in Review

Tarbox Family Office increased its Avantis Responsible International Equity ETF (AVSD) stake by 23% in Q2 2026, buying an estimated $99.9K and bringing the position to 6,745 shares worth $539K. The position accounts for 0.08% of the portfolio, ranked #66.

Tarbox Family Office first reported a position in AVSD in Q3 2023 and has held it in 12 quarters since. 97 funds tracked by Wall St. Rank hold AVSD as of Q2 2026.

Tarbox Family Office held 6,745 shares of Avantis Responsible International Equity ETF worth $539K as of Q2 2026.
Tarbox Family Office bought 1,266 Avantis Responsible International Equity ETF shares in Q2 2026, an estimated $99.9K.
Avantis Responsible International Equity ETF made up 0.08% of Tarbox Family Office's portfolio in Q2 2026, its #66 holding.
Tarbox Family Office first reported a position in Avantis Responsible International Equity ETF in Q3 2023 and has held it in 12 quarters since.
97 funds tracked by Wall St. Rank held Avantis Responsible International Equity ETF as of Q2 2026.

Based on Tarbox Family Office's 13F filing for Q2 2026, filed 3 Aug 2026.