CWS Financial Advisors
AVXC icon

CWS Financial Advisors’s Avantis Emerging Markets ex-China Equity ETF AVXC Stock Holding History

CWS Financial Advisors’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 		$5.1M Buy
62,077
+11,192
+22% +$909K 1.12% 18
2026
Q2 		$4.36M Buy
50,885
+25,276
+99% +$2.01M 0.97% 20
2026
Q1 		$1.73M Buy
+25,609
New +$1.78M 0.44% 34

Other funds holding AVXC

Clearwater Capital Advisors
Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return
Heirloom Wealth Management
Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return
Vestment Financial
Vestment Financial Chanhassen, Minnesota $224M AUM 12.2% 1-Year Est. Return
Pacific Sage Partners
Pacific Sage Partners Edmonds, Washington $772M AUM 11.42% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Providence Financial Advisors
Providence Financial Advisors Overland Park, Kansas $136M AUM 16.88% 1-Year Est. Return
Mach-1 Financial Group
Mach-1 Financial Group Rogers, Arkansas $265M AUM 14.86% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

CWS Financial Advisors's AVXC Position: Q3 2026 in Review

CWS Financial Advisors increased its Avantis Emerging Markets ex-China Equity ETF (AVXC) stake by 22% in Q3 2026, buying an estimated $909K and bringing the position to 62,077 shares worth $5.1M. The position accounts for 1.12% of the portfolio, ranked #18.

CWS Financial Advisors first reported a position in AVXC in Q1 2026 and has held it in 3 quarters since. 56 funds tracked by Wall St. Rank hold AVXC as of Q3 2026.

  • CWS Financial Advisors held 62,077 shares of Avantis Emerging Markets ex-China Equity ETF worth $5.1M as of Q3 2026.
  • CWS Financial Advisors bought 11,192 Avantis Emerging Markets ex-China Equity ETF shares in Q3 2026, an estimated $909K.
  • Avantis Emerging Markets ex-China Equity ETF made up 1.12% of CWS Financial Advisors's portfolio in Q3 2026, its #18 holding.
  • CWS Financial Advisors first reported a position in Avantis Emerging Markets ex-China Equity ETF in Q1 2026 and has held it in 3 quarters since.
  • 56 funds tracked by Wall St. Rank held Avantis Emerging Markets ex-China Equity ETF as of Q3 2026.

Based on CWS Financial Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.