Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Avantis Emerging Markets ex-China Equity ETF AVXC Stock Holding History

Carson Wealth (CWM LLC)’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
-141
Closed -$9K – 5820
2025
Q4 		$9K Buy
+141
New +$8.76K ﹤0.01% 4614

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

Carson Wealth (CWM LLC)'s AVXC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) sold out of Avantis Emerging Markets ex-China Equity ETF (AVXC) in Q1 2026, closing a stake of 141 shares — an estimated $9K sold.

Carson Wealth (CWM LLC) first reported a position in AVXC in Q4 2025 and held it in 1 quarter. The position peaked at $9K in Q4 2025. 64 funds tracked by Wall St. Rank hold AVXC as of Q1 2026.

  • Carson Wealth (CWM LLC) reported no remaining Avantis Emerging Markets ex-China Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 141 Avantis Emerging Markets ex-China Equity ETF shares in Q1 2026, an estimated $9K.
  • Carson Wealth (CWM LLC) first reported a position in Avantis Emerging Markets ex-China Equity ETF in Q4 2025 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Avantis Emerging Markets ex-China Equity ETF position peaked at $9K in Q4 2025.
  • 64 funds tracked by Wall St. Rank held Avantis Emerging Markets ex-China Equity ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.