UBS Group
AVSD icon

UBS Group’s Avantis Responsible International Equity ETF AVSD Stock Holding History

UBS Group’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
2024
Q4 		– Sell
-508
Closed -$30.8K – 9912
2024
Q3 		$30.8K Buy
+508
New +$29.4K ﹤0.01% 7117
2024
Q2 		– Sell
-114
Closed -$6.49K – 9508
2024
Q1 		$6.49K Buy
+114
New +$6.2K ﹤0.01% 7457
2023
Q2 		– Sell
-433
Closed -$21.9K – 8901
2023
Q1 		$21.9K Buy
+433
New +$21.6K ﹤0.01% 7020
2022
Q4 		– Sell
-143
Closed -$6K – 10717
2022
Q3 		$6K Sell
143
-7,081
-98% -$321K ﹤0.01% 8999
2022
Q2 		$328K Buy
+7,224
New +$355K ﹤0.01% 4575

Other funds holding AVSD

CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return
WCWM
Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
LAMNM
Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WA
Wealthstream Advisors New York $661M AUM 18% 1-Year Est. Return

UBS Group's AVSD Position: Q4 2024 in Review

UBS Group sold out of Avantis Responsible International Equity ETF (AVSD) in Q4 2024, closing a stake of 508 shares — an estimated $30.8K sold.

UBS Group first reported a position in AVSD in Q2 2022 and held it in 5 quarters. The position peaked at $328K in Q2 2022. 55 funds tracked by Wall St. Rank hold AVSD as of Q4 2024.

  • UBS Group reported no remaining Avantis Responsible International Equity ETF position as of Q4 2024 after selling out during the quarter.
  • UBS Group sold 508 Avantis Responsible International Equity ETF shares in Q4 2024, an estimated $30.8K.
  • UBS Group first reported a position in Avantis Responsible International Equity ETF in Q2 2022 and held it in 5 quarters.
  • UBS Group's Avantis Responsible International Equity ETF position peaked at $328K in Q2 2022.
  • 55 funds tracked by Wall St. Rank held Avantis Responsible International Equity ETF as of Q4 2024.

Based on UBS Group's 13F filing for Q4 2024, filed 14 Feb 2025.