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 Q3	$1.99M	Sell	24,929 -30	-0.1%	-$2.44K	0.66%	18
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

HFA

Highland Financial Advisors Wayne, New Jersey $469M AUM 14.35% 1-Year Est. Return

CAM

Clarity Asset Management Ames, Iowa $205M AUM 9.85% 1-Year Est. Return

FDS

Freedom Day Solutions Houston, Texas $455M AUM 16.82% 1-Year Est. Return

NCM

Northland Capital Management Virginia, Minnesota $218M AUM 8.87% 1-Year Est. Return

Vestment Financial Chanhassen, Minnesota $224M AUM 12.2% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

SRCM

Signature Resources Capital Management Newport Beach, California $236M AUM 17.58% 1-Year Est. Return

VWM

Verus Wealth Management De Pere, Wisconsin $159M AUM 11.71% 1-Year Est. Return

PAM

Pacific Asset Management Gig Harbor, Washington $204M AUM 13.56% 1-Year Est. Return

SFC

Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return

Trellis Wealth Advisors's AVSD Position: Q3 2026 in Review

Trellis Wealth Advisors reduced its Avantis Responsible International Equity ETF (AVSD) stake by 0.12% in Q3 2026, selling an estimated $2.44K and leaving 24,929 shares worth $1.99M. The position accounts for 0.66% of the portfolio, ranked #18.

Trellis Wealth Advisors first reported a position in AVSD in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.99M in Q2 2026. 15 funds tracked by Wall St. Rank hold AVSD as of Q3 2026.

Trellis Wealth Advisors held 24,929 shares of Avantis Responsible International Equity ETF worth $1.99M as of Q3 2026.
Trellis Wealth Advisors sold 30 Avantis Responsible International Equity ETF shares in Q3 2026, an estimated $2.44K.
Avantis Responsible International Equity ETF made up 0.66% of Trellis Wealth Advisors's portfolio in Q3 2026, its #18 holding.
Trellis Wealth Advisors first reported a position in Avantis Responsible International Equity ETF in Q3 2023 and has held it in 13 quarters since.
Trellis Wealth Advisors's Avantis Responsible International Equity ETF position peaked at $1.99M in Q2 2026.
15 funds tracked by Wall St. Rank held Avantis Responsible International Equity ETF as of Q3 2026.

Based on Trellis Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.