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 $205M AUM 9.85% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

LAMNM

Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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.