Avantis Responsible International Equity ETF

Shareclass
Avantis Responsible International Eq ETF (AVSD)
Type
Exchange-traded fund
Sustainability mandate
Deforestation grade: Fund is invested in deforestation-risk agricultural commodity producer/traders, above the threshold of 0.5% and below 1.5%. Assigned a grade of D.
How we track deforestation-risk investments
D
13.9%
INVESTED IN DEFORESTATION-RISK COMPANIES
producers
AGRIBUSINESS
deforestation-risk producers and traders of palm oil, paper/pulp, rubber, timber, cattle, and soy
banks
BANKS AND LENDERS
that finance deforestation-risk agribusiness producers via lending and underwriting
consumers
MAJOR CONSUMER BRANDS
that use deforestation-risk agribusiness commodities in products
72
holdings flagged
14%
of assets flagged
This fund contains
 $21.91 MILLION invested 
in holdings flagged for deforestation risk
Take action
producers
Commodity producers
9 holdings
0.52% of assets
$824,573 invested
banks
Banks and lenders
19 holdings
7.25% of assets
$11.43 MILLION invested
consumers
Major consumer brands
48 holdings
6.36% of assets
$10.03 MILLION invested
Commodity producers
Commodity producers
9 HOLDINGS
Companies that produce and trade palm oil, paper/pulp, rubber, timber, cattle, and soy, and have a past record or a significant risk of contributing to deforestation, land grabbing, and human rights abuses. Investing in any of these companies assigns a fund a grade of C if total producer exposure is below the threshold of 0.5%; a grade of D if below 1.5%; and a grade of F if above 1.5%.
9 HOLDINGS
  • % of portfolio
    $ invested
  • 1. International Paper Co
    Paper/pulp producer
    0.14%0.14% of portfolio
    $214,873$214,873 invested
    Paper/pulp producer
  • 2. UPM-Kymmene Oyj
    Timber producerPaper/pulp producer
    0.08%0.08% of portfolio
    $125,338$125,338 invested
    Timber producerPaper/pulp producer
  • 3. Mondi PLC
    Paper/pulp producer
    0.07%0.07% of portfolio
    $105,010$105,010 invested
    Paper/pulp producer
  • 4. Sumitomo Forestry Co Ltd
    Timber producer
    0.06%0.06% of portfolio
    $90,070$90,070 invested
    Timber producer
  • 5. Stora Enso Oyj Class R
    Timber producerPaper/pulp producer
    0.05%0.05% of portfolio
    $84,383$84,383 invested
    Timber producerPaper/pulp producer
View next 4
Banks and lenders
Banks and lenders
19 HOLDINGS
Financial institutions directly and indirectly involved in underwriting and lending to deforestation-risk producers and traders. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).
19 HOLDINGS
  • % of portfolio
    $ invested
  • 1. HSBC Holdings PLC ADR
    1.03%1.03% of portfolio
    $1.62M$1.62M invested
  • 2. Commonwealth Bank of Australia
    0.62%0.62% of portfolio
    $981,182$981,182 invested
  • 3. Barclays PLC ADR
    0.53%0.53% of portfolio
    $841,847$841,847 invested
  • 4. Mitsubishi UFJ Financial Group Inc ADR
    0.42%0.42% of portfolio
    $668,551$668,551 invested
  • 5. Banco Bilbao Vizcaya Argentaria SA ADR
    0.42%0.42% of portfolio
    $655,516$655,516 invested
View next 5
Major consumer brands
Major consumer brands
48 HOLDINGS
Consumer goods retailers that source palm oil, paper/pulp, rubber, timber, cattle, and soy from deforestation-risk producers and traders and sell it to consumers worldwide. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).
48 HOLDINGS
  • % of portfolio
    $ invested
  • 1. Compagnie de Saint-Gobain SA
    Timber major consumer brandPaper/pulp major consumer brand
    0.69%0.69% of portfolio
    $1.08M$1.08M invested
    Timber major consumer brandPaper/pulp major consumer brand
  • 2. Lvmh Moet Hennessy Louis Vuitton SE
    Cattle major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
    0.67%0.67% of portfolio
    $1.05M$1.05M invested
    Cattle major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
  • 3. Nestle SA
    Soy major consumer brandCattle major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
    0.36%0.36% of portfolio
    $569,497$569,497 invested
    Soy major consumer brandCattle major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
  • 4. Basf SE
    Paper/pulp major consumer brandPalm oil major consumer brand
    0.33%0.33% of portfolio
    $523,510$523,510 invested
    Paper/pulp major consumer brandPalm oil major consumer brand
  • 5. Unilever PLC ADR
    Soy major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
    0.3%0.3% of portfolio
    $474,461$474,461 invested
    Soy major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
View next 5
View more info
DATA AS OF 28 Feb 2025
Financial performance
Performance data provided byMorningstarFind more financial data on AVSD at Morningstar.com
Current fund
AVSD
Avantis Responsible International Equity ETF
Family
Avantis Investors
Category
Foreign Large Blend
vs.
Benchmark
ACWX
iShares MSCI ACWI ex U.S. ETF
Family
iShares from BlackRock
Category
Foreign Large Blend
Fund comparison settings
Investment timeline
Performance as of: 3/31/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI Ex USA
ACWX - iShares MSCI ACWI ex U.S. ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 3-yr returns 
1.95% more in annualized returns
Less invested in commodity producers 
0.66% less invested
More invested in banks and lenders 
1.31% more invested
Less invested in major consumer brands 
1.1% less invested
Current fund
AVSD
Avantis Responsible International Equity ETF
Family
Avantis Investors
Category
Foreign Large Blend
vs.
Benchmark
ACWX
iShares MSCI ACWI ex U.S. ETF
Family
iShares from BlackRock
Category
Foreign Large Blend
Fund comparison settings
Investment timeline
Performance as of: 3/31/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI Ex USA
ACWX - iShares MSCI ACWI ex U.S. ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 3-yr returns 
1.95% more in annualized returns
Less invested in commodity producers 
0.66% less invested
More invested in banks and lenders 
1.31% more invested
Less invested in major consumer brands 
1.1% less invested
Current fund
AVSD
Avantis Responsible International Equity ETF
Family
Avantis Investors
Category
Foreign Large Blend
vs.
Benchmark
ACWX
iShares MSCI ACWI ex U.S. ETF
Family
iShares from BlackRock
Category
Foreign Large Blend
Fund comparison settings
Investment timeline
Performance as of: 3/31/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI Ex USA
ACWX - iShares MSCI ACWI ex U.S. ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 3-yr returns 
1.95% more in annualized returns
Less invested in commodity producers 
0.66% less invested
More invested in banks and lenders 
1.31% more invested
Less invested in major consumer brands 
1.1% less invested
Month-end trailing returns  
Annualized returns
Deforestation analysis
1-yr
3-yr
5-yr
10-yr
Commodity producers
This fund
AVSD - Avantis Responsible International Equity ETF
8.81%
6.89%
/
/
0.52% 
Benchmark
ACWX - iShares MSCI ACWI ex U.S. ETF
6.75%
4.94%
11%
4.92%
1.18% 
Fund compared to benchmark
 
2.06%
1.95%
/
/
0.66%  lower
Find more financial data on AVSD at Morningstar.com
Take Action
Call on U.S. investment firms to implement Deforestation and Land Grab-Free investment policies.
Find top-graded funds that avoid deforestation-risk investments.
Use Fossil Free Funds to check this fund's fossil fuel investments and carbon footprint.
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco

Disclaimer: As You Sow is not an investment adviser

As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer