Waverly Advisors’s Avantis Responsible International Equity ETF AVSD Stock Holding History

Waverly 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	$3.16M	Sell	39,615 -711	-2%	-$56.1K	0.02%	579
2026 Q1	$2.97M	Sell	40,326 -115	-0.3%	-$8.84K	0.02%	552
2025 Q4	$3M	Sell	40,441 -193	-0.5%	-$14K	0.02%	489
2025 Q3	$2.91M	Sell	40,634 -14,536	-26%	-$1.01M	0.03%	426
2025 Q2	$3.73M	Sell	55,170 -439	-0.8%	-$28K	0.04%	363
2025 Q1	$3.34M	Sell	55,609 -347	-0.6%	-$20.5K	0.04%	365
2024 Q4	$3.12M	Sell	55,956 -2,793	-5%	-$162K	0.05%	292
2024 Q3	$3.56M	Sell	58,749 -892	-1%	-$51.5K	0.07%	239
2024 Q2	$3.31M	Sell	59,641 -6,243	-9%	-$353K	0.06%	242
2024 Q1	$3.75M	Buy	65,884 +1,127	+2%	+$61.3K	0.09%	177
2023 Q4	$3.49M	Sell	64,757 -643	-1%	-$32.2K	0.13%	103
2023 Q3	$3.21M	Sell	65,400 -1,458	-2%	-$74.3K	0.14%	103
2023 Q2	$3.42M	Buy	+66,858	New	+$3.42M	0.15%	99

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

Waverly Advisors's AVSD Position: Q2 2026 in Review

Waverly Advisors reduced its Avantis Responsible International Equity ETF (AVSD) stake by 1.8% in Q2 2026, selling an estimated $56.1K and leaving 39,615 shares worth $3.16M. The position accounts for 0.02% of the portfolio, ranked #579.

Waverly Advisors first reported a position in AVSD in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.75M in Q1 2024. 97 funds tracked by Wall St. Rank hold AVSD as of Q2 2026.

Waverly Advisors held 39,615 shares of Avantis Responsible International Equity ETF worth $3.16M as of Q2 2026.
Waverly Advisors sold 711 Avantis Responsible International Equity ETF shares in Q2 2026, an estimated $56.1K.
Avantis Responsible International Equity ETF made up 0.02% of Waverly Advisors's portfolio in Q2 2026, its #579 holding.
Waverly Advisors first reported a position in Avantis Responsible International Equity ETF in Q2 2023 and has held it in 13 quarters since.
Waverly Advisors's Avantis Responsible International Equity ETF position peaked at $3.75M in Q1 2024.
97 funds tracked by Wall St. Rank held Avantis Responsible International Equity ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.