AE Wealth Management’s Avantis Emerging Markets ex-China Equity ETF AVXC Stock Holding History

AE Wealth Management’s Portfolio AVXC Stock Details AVXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$90.6M	Buy	1,340,053 +294,090	+28%	+$20.4M	0.49%	46
2025 Q4	$66.7M	Buy	1,045,963 +377,075	+56%	+$23.4M	0.38%	64
2025 Q3	$40.1M	Buy	668,888 +90,801	+16%	+$5.25M	0.26%	98
2025 Q2	$32.7M	Buy	578,087 +111,240	+24%	+$5.77M	0.24%	101
2025 Q1	$22.7M	Sell	466,847 -93,805	-17%	-$4.66M	0.19%	123
2024 Q4	$27.8M	Buy	560,652 +28,508	+5%	+$1.49M	0.24%	100
2024 Q3	$28.8M	Buy	+532,144	New	+$28.2M	0.26%	96

Other funds holding AVXC

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Mercer Global Advisors

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

Vestment Financial Chanhassen, Minnesota $212M AUM 16.87% 1-Year Est. Return

Trajan Wealth Scottsdale, Arizona $2.48B AUM 17.44% 1-Year Est. Return

Pacific Sage Partners Edmonds, Washington $635M AUM 15.8% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Tounjian Advisory Partners Fort Myers, Florida $277M AUM 21.37% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Mach-1 Financial Group Rogers, Arkansas $284M AUM 20.71% 1-Year Est. Return