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

Beta Wealth Group’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	$313K	Buy	+4,634	New	+$322K	0.13%	97

Other funds holding AVXC

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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 $636M AUM 15.8% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $618B 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

Beta Wealth Group's AVXC Position: Q1 2026 in Review

Beta Wealth Group opened a new position in Avantis Emerging Markets ex-China Equity ETF (AVXC) in Q1 2026: 4,634 shares worth $313K. The stake represents 0.13% of the portfolio and ranks #97 among its holdings.

64 funds tracked by Wall St. Rank hold AVXC as of Q1 2026.

Beta Wealth Group held 4,634 shares of Avantis Emerging Markets ex-China Equity ETF worth $313K as of Q1 2026.
Avantis Emerging Markets ex-China Equity ETF was a new Beta Wealth Group position in Q1 2026.
Avantis Emerging Markets ex-China Equity ETF made up 0.13% of Beta Wealth Group's portfolio in Q1 2026, its #97 holding.
64 funds tracked by Wall St. Rank held Avantis Emerging Markets ex-China Equity ETF as of Q1 2026.

Based on Beta Wealth Group's 13F filing for Q1 2026, filed 7 May 2026.