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True Wealth Design’s Avantis Responsible International Equity ETF AVSD Stock Holding History

True Wealth Design’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 		$145K Buy
1,809
+298
+20% +$23.5K 0.03% 164
2026
Q1 		$111K Buy
1,511
+155
+11% +$11.9K 0.03% 185
2025
Q4 		$101K Sell
1,356
-17
-1% -$1.23K 0.03% 186
2025
Q3 		$98.2K Hold
1,373
– – 0.03% 168
2025
Q2 		$92.8K Sell
1,373
-161
-10% -$10.3K 0.03% 116
2025
Q1 		$92K Buy
1,534
+1,357
+767% +$80.2K 0.04% 102
2024
Q4 		$9.86K Buy
177
+34
+24% +$1.97K ﹤0.01% 425
2024
Q3 		$8.66K Hold
143
– – ﹤0.01% 449
2024
Q2 		$7.94K Hold
143
– – ﹤0.01% 251
2024
Q1 		$8.14K Buy
+143
New +$7.78K ﹤0.01% 254

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
TWA
Trellis Wealth Advisors San Luis Obispo, California $291M AUM 20.63% 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

True Wealth Design's AVSD Position: Q2 2026 in Review

True Wealth Design increased its Avantis Responsible International Equity ETF (AVSD) stake by 20% in Q2 2026, buying an estimated $23.5K and bringing the position to 1,809 shares worth $145K. The position accounts for 0.03% of the portfolio, ranked #164.

True Wealth Design first reported a position in AVSD in Q1 2024 and has held it in 10 quarters since. 15 funds tracked by Wall St. Rank hold AVSD as of Q2 2026.

  • True Wealth Design held 1,809 shares of Avantis Responsible International Equity ETF worth $145K as of Q2 2026.
  • True Wealth Design bought 298 Avantis Responsible International Equity ETF shares in Q2 2026, an estimated $23.5K.
  • Avantis Responsible International Equity ETF made up 0.03% of True Wealth Design's portfolio in Q2 2026, its #164 holding.
  • True Wealth Design first reported a position in Avantis Responsible International Equity ETF in Q1 2024 and has held it in 10 quarters since.
  • 15 funds tracked by Wall St. Rank held Avantis Responsible International Equity ETF as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.