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

WMS 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 Q1	–	Sell	-8,736	Closed	-$486K	–	25
2024 Q4	$486K	Buy	8,736 +116	+1%	+$6.73K	0.03%	191
2024 Q3	$522K	Buy	8,620 +1,346	+19%	+$77.8K	0.03%	173
2024 Q2	$404K	Sell	7,274 -7,150	-50%	-$404K	0.03%	177
2024 Q1	$821K	Buy	14,424 +401	+3%	+$21.8K	0.06%	115
2023 Q4	$756K	Buy	14,023 +149	+1%	+$7.46K	0.06%	112
2023 Q3	$680K	Buy	13,874 +1,928	+16%	+$98.2K	0.05%	123
2023 Q2	$612K	Buy	11,946 +1,033	+9%	+$52.9K	0.05%	141
2023 Q1	$552K	Buy	10,913 +430	+4%	+$21.5K	0.05%	142
2022 Q4	$493K	Buy	+10,483	New	+$471K	0.05%	153

Other funds holding AVSD

WCWM

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

CAM

Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LAMNM

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

WMS Partners's AVSD Position: Q1 2025 in Review

WMS Partners sold out of Avantis Responsible International Equity ETF (AVSD) in Q1 2025, closing a stake of 8,736 shares — an estimated $486K sold.

WMS Partners first reported a position in AVSD in Q4 2022 and held it in 9 quarters. The position peaked at $821K in Q1 2024. 62 funds tracked by Wall St. Rank hold AVSD as of Q1 2025.

WMS Partners reported no remaining Avantis Responsible International Equity ETF position as of Q1 2025 after selling out during the quarter.
WMS Partners sold 8,736 Avantis Responsible International Equity ETF shares in Q1 2025, an estimated $486K.
WMS Partners first reported a position in Avantis Responsible International Equity ETF in Q4 2022 and held it in 9 quarters.
WMS Partners's Avantis Responsible International Equity ETF position peaked at $821K in Q1 2024.
62 funds tracked by Wall St. Rank held Avantis Responsible International Equity ETF as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.