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

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

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. 97 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.
97 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.