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 Q3	$124K	Buy	+1,515	New	+$123K	0.03%	217
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

Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return

Vestment Financial Chanhassen, Minnesota $224M AUM 12.2% 1-Year Est. Return

Pacific Sage Partners Edmonds, Washington $772M AUM 11.42% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

CWS Financial Advisors Kalamazoo, Michigan $454M AUM 6.72% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Networth Advisors Canonsburg, Pennsylvania $174M AUM 10.48% 1-Year Est. Return

Ridgeline Wealth Mesa, Arizona $176M AUM 18.03% 1-Year Est. Return

Prosperity Financial Group San Ramon, California $341M AUM 26% 1-Year Est. Return

Balance Wealth's AVXC Position: Q3 2026 in Review

Balance Wealth opened a new position in Avantis Emerging Markets ex-China Equity ETF (AVXC) in Q3 2026: 1,515 shares worth $124K. The stake represents 0.03% of the portfolio and ranks #217 among its holdings. This is a return to the name: Balance Wealth previously reported a position in AVXC as recently as Q4 2025.

Balance Wealth first reported a position in AVXC in Q2 2025 and has held it in 4 quarters since. The position peaked at $311K in Q4 2025. 40 funds tracked by Wall St. Rank hold AVXC as of Q3 2026.

Balance Wealth held 1,515 shares of Avantis Emerging Markets ex-China Equity ETF worth $124K as of Q3 2026.
Avantis Emerging Markets ex-China Equity ETF was a new Balance Wealth position in Q3 2026.
Avantis Emerging Markets ex-China Equity ETF made up 0.03% of Balance Wealth's portfolio in Q3 2026, its #217 holding.
Balance Wealth first reported a position in Avantis Emerging Markets ex-China Equity ETF in Q2 2025 and has held it in 4 quarters since.
Balance Wealth's Avantis Emerging Markets ex-China Equity ETF position peaked at $311K in Q4 2025.
40 funds tracked by Wall St. Rank held Avantis Emerging Markets ex-China Equity ETF as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.