Trailhead Planners’s Avantis Responsible International Equity ETF AVSD Stock Holding History

Trailhead Planners’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	$3.38M	Sell	42,324 -37,980	-47%	-$3M	3.27%	8
2026 Q1	$5.91M	Sell	80,304 -114	-0.1%	-$8.76K	5.68%	6
2025 Q4	$5.97M	Buy	+80,418	New	+$5.83M	5.87%	6

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

Trailhead Planners's AVSD Position: Q2 2026 in Review

Trailhead Planners reduced its Avantis Responsible International Equity ETF (AVSD) stake by 47% in Q2 2026, selling an estimated $3M and leaving 42,324 shares worth $3.38M. The position accounts for 3.27% of the portfolio, ranked #8.

Trailhead Planners first reported a position in AVSD in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.97M in Q4 2025. 97 funds tracked by Wall St. Rank hold AVSD as of Q2 2026.

Trailhead Planners held 42,324 shares of Avantis Responsible International Equity ETF worth $3.38M as of Q2 2026.
Trailhead Planners sold 37,980 Avantis Responsible International Equity ETF shares in Q2 2026, an estimated $3M.
Avantis Responsible International Equity ETF made up 3.27% of Trailhead Planners's portfolio in Q2 2026, its #8 holding.
Trailhead Planners first reported a position in Avantis Responsible International Equity ETF in Q4 2025 and has held it in 3 quarters since.
Trailhead Planners's Avantis Responsible International Equity ETF position peaked at $5.97M in Q4 2025.
97 funds tracked by Wall St. Rank held Avantis Responsible International Equity ETF as of Q2 2026.

Based on Trailhead Planners's 13F filing for Q2 2026, filed 6 Aug 2026.