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

Balance Wealth’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 		– Sell
-4,875
Closed -$311K – 160
2025
Q4 		$311K Sell
4,875
-31
-0.6% -$1.93K 0.1% 114
2025
Q3 		$294K Sell
4,906
-217
-4% -$12.5K 0.07% 113
2025
Q2 		$290K Buy
+5,123
New +$266K 0.17% 89

Other funds holding AVXC

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
CCA
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
VF
Vestment Financial Chanhassen, Minnesota $212M AUM 16.87% 1-Year Est. Return
TW
Trajan Wealth Scottsdale, Arizona $2.48B AUM 17.44% 1-Year Est. Return
PSP
Pacific Sage Partners Edmonds, Washington $636M AUM 15.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
TAP
Tounjian Advisory Partners Fort Myers, Florida $277M AUM 21.37% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Balance Wealth's AVXC Position: Q1 2026 in Review

Balance Wealth sold out of Avantis Emerging Markets ex-China Equity ETF (AVXC) in Q1 2026, closing a stake of 4,875 shares — an estimated $311K sold.

Balance Wealth first reported a position in AVXC in Q2 2025 and held it in 3 quarters. The position peaked at $311K in Q4 2025. 64 funds tracked by Wall St. Rank hold AVXC as of Q1 2026.

  • Balance Wealth reported no remaining Avantis Emerging Markets ex-China Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Balance Wealth sold 4,875 Avantis Emerging Markets ex-China Equity ETF shares in Q1 2026, an estimated $311K.
  • Balance Wealth first reported a position in Avantis Emerging Markets ex-China Equity ETF in Q2 2025 and held it in 3 quarters.
  • Balance Wealth's Avantis Emerging Markets ex-China Equity ETF position peaked at $311K in Q4 2025.
  • 64 funds tracked by Wall St. Rank held Avantis Emerging Markets ex-China Equity ETF as of Q1 2026.

Based on Balance Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.