WealthShield Partners’s Avantis Responsible International Equity ETF AVSD Stock Holding History

WealthShield Partners’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
2025 Q2	–	Sell	-6,200	Closed	-$372K	–	557
2025 Q1	$372K	Buy	6,200 +1,000	+19%	+$59.1K	0.05%	245
2024 Q4	$290K	Sell	5,200 -1,150	-18%	-$66.7K	0.04%	249
2024 Q3	$385K	Hold	6,350	–	–	0.05%	227
2024 Q2	$353K	Buy	6,350 +1,600	+34%	+$90.4K	0.05%	228
2024 Q1	$270K	Buy	4,750 +1,000	+27%	+$54.4K	0.04%	243
2023 Q4	$202K	Buy	3,750 +150	+4%	+$7.51K	0.03%	278
2023 Q3	$177K	Hold	3,600	–	–	0.03%	297
2023 Q2	$184K	Buy	3,600 +500	+16%	+$25.6K	0.03%	299
2023 Q1	$157K	Buy	+3,100	New	+$155K	0.03%	304

Other funds holding AVSD

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Clarity Asset Management Ames, Iowa $205M AUM 9.85% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 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

Riverwater Partners Milwaukee, Wisconsin $337M AUM 37.65% 1-Year Est. Return

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

WealthShield Partners's AVSD Position: Q2 2025 in Review

WealthShield Partners sold out of Avantis Responsible International Equity ETF (AVSD) in Q2 2025, closing a stake of 6,200 shares — an estimated $372K sold.

WealthShield Partners first reported a position in AVSD in Q1 2023 and held it in 9 quarters. The position peaked at $385K in Q3 2024. 70 funds tracked by Wall St. Rank hold AVSD as of Q2 2025.

WealthShield Partners reported no remaining Avantis Responsible International Equity ETF position as of Q2 2025 after selling out during the quarter.
WealthShield Partners sold 6,200 Avantis Responsible International Equity ETF shares in Q2 2025, an estimated $372K.
WealthShield Partners first reported a position in Avantis Responsible International Equity ETF in Q1 2023 and held it in 9 quarters.
WealthShield Partners's Avantis Responsible International Equity ETF position peaked at $385K in Q3 2024.
70 funds tracked by Wall St. Rank held Avantis Responsible International Equity ETF as of Q2 2025.

Based on WealthShield Partners's 13F filing for Q2 2025, filed 8 Aug 2025.