Tortoise Investment Management’s Avantis Responsible International Equity ETF AVSD Stock Holding History

Tortoise Investment Management’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	$485K	Hold	6,070	–	–	0.04%	175
2026 Q1	$447K	Hold	6,070	–	–	0.04%	170
2025 Q4	$451K	Hold	6,070	–	–	0.04%	168
2025 Q3	$434K	Hold	6,070	–	–	0.04%	166
2025 Q2	$410K	Hold	6,070	–	–	0.04%	158
2025 Q1	$364K	Hold	6,070	–	–	0.04%	161
2024 Q4	$338K	Buy	6,070 +1,000	+20%	+$58K	0.04%	176
2024 Q3	$307K	Buy	5,070 +570	+13%	+$32.9K	0.03%	185
2024 Q2	$250K	Hold	4,500	–	–	0.03%	193
2024 Q1	$256K	Hold	4,500	–	–	0.03%	191
2023 Q4	$242K	Hold	4,500	–	–	0.03%	191
2023 Q3	$221K	Hold	4,500	–	–	0.03%	189
2023 Q2	$230K	Hold	4,500	–	–	0.03%	182
2023 Q1	$228K	Hold	4,500	–	–	0.04%	179
2022 Q4	$212K	Buy	+4,500	New	+$202K	0.04%	184

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 $77.5B AUM 28.19% 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

Tortoise Investment Management's AVSD Position: Q2 2026 in Review

Tortoise Investment Management held its Avantis Responsible International Equity ETF (AVSD) position steady in Q2 2026 at 6,070 shares worth $485K. The position accounts for 0.04% of the portfolio, ranked #175.

Tortoise Investment Management first reported a position in AVSD in Q4 2022 and has held it in 15 quarters since. 97 funds tracked by Wall St. Rank hold AVSD as of Q2 2026.

Tortoise Investment Management held 6,070 shares of Avantis Responsible International Equity ETF worth $485K as of Q2 2026.
Tortoise Investment Management left its Avantis Responsible International Equity ETF share count unchanged in Q2 2026.
Avantis Responsible International Equity ETF made up 0.04% of Tortoise Investment Management's portfolio in Q2 2026, its #175 holding.
Tortoise Investment Management first reported a position in Avantis Responsible International Equity ETF in Q4 2022 and has held it in 15 quarters since.
97 funds tracked by Wall St. Rank held Avantis Responsible International Equity ETF as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.