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 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 $4.32B AUM 23.26% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

SFP

Strategic Financial Planning Plano, Texas $171M AUM 17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

HIP

HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Trailhead Planners Edina, Minnesota $104M AUM

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Riverwater Partners Milwaukee, Wisconsin $300M AUM 26.4% 1-Year Est. Return

Waverly Advisors's AVSD Position: Q1 2026 in Review

Waverly Advisors reduced its Avantis Responsible International Equity ETF (AVSD) stake by 0.28% in Q1 2026, selling an estimated $8.84K and leaving 40,326 shares worth $2.97M. The position accounts for 0.02% of the portfolio, ranked #552.

Waverly Advisors first reported a position in AVSD in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.75M in Q1 2024. 89 funds tracked by Wall St. Rank hold AVSD as of Q1 2026.

Waverly Advisors held 40,326 shares of Avantis Responsible International Equity ETF worth $2.97M as of Q1 2026.
Waverly Advisors sold 115 Avantis Responsible International Equity ETF shares in Q1 2026, an estimated $8.84K.
Avantis Responsible International Equity ETF made up 0.02% of Waverly Advisors's portfolio in Q1 2026, its #552 holding.
Waverly Advisors first reported a position in Avantis Responsible International Equity ETF in Q2 2023 and has held it in 12 quarters since.
Waverly Advisors's Avantis Responsible International Equity ETF position peaked at $3.75M in Q1 2024.
89 funds tracked by Wall St. Rank held Avantis Responsible International Equity ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.