Trellis Wealth Advisors’s Avantis Responsible International Equity ETF AVSD Stock Holding History

Trellis Wealth Advisors’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	$1.99M	Buy	24,959 +14	+0.1%	+$1.1K	0.68%	15
2026 Q1	$1.84M	Sell	24,945 -1,116	-4%	-$85.8K	0.7%	14
2025 Q4	$1.94M	Buy	26,061 +15	+0.1%	+$1.09K	0.76%	16
2025 Q3	$1.86M	Sell	26,046 -182	-0.7%	-$12.6K	0.76%	16
2025 Q2	$1.77M	Buy	26,228 +9	+0%	+$573	0.77%	16
2025 Q1	$1.57M	Hold	26,219	–	–	0.76%	16
2024 Q4	$1.46M	Sell	26,219 -276	-1%	-$16K	0.73%	15
2024 Q3	$1.61M	Hold	26,495	–	–	0.8%	14
2024 Q2	$1.47M	Buy	26,495 +9	+0%	+$509	0.81%	14
2024 Q1	$1.51M	Hold	26,486	–	–	0.85%	13
2023 Q4	$1.43M	Buy	26,486 +22,175	+514%	+$1.11M	0.78%	16
2023 Q3	$211K	Buy	+4,311	New	+$220K	0.13%	33

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

Trellis Wealth Advisors's AVSD Position: Q2 2026 in Review

Trellis Wealth Advisors increased its Avantis Responsible International Equity ETF (AVSD) stake by 0.06% in Q2 2026, buying an estimated $1.1K and bringing the position to 24,959 shares worth $1.99M. The position accounts for 0.68% of the portfolio, ranked #15.

Trellis Wealth Advisors 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.

Trellis Wealth Advisors held 24,959 shares of Avantis Responsible International Equity ETF worth $1.99M as of Q2 2026.
Trellis Wealth Advisors bought 14 Avantis Responsible International Equity ETF shares in Q2 2026, an estimated $1.1K.
Avantis Responsible International Equity ETF made up 0.68% of Trellis Wealth Advisors's portfolio in Q2 2026, its #15 holding.
Trellis Wealth Advisors 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 Trellis Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.