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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

HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
HNWA
Henrickson Nauta Wealth Advisors Belmont, Michigan $410M AUM 25.02% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
SRCM
Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM
EF
Evanson Financial Mclean, Virginia $2.04B AUM

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. 15 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.
  • 15 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.