HWM
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Heirloom Wealth Management’s Avantis Emerging Markets ex-China Equity ETF AVXC Stock Holding History

Heirloom Wealth Management’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 		$28.2M Buy
+343,324
New +$27.9M 3.67% 10

Other funds holding AVXC

VF
Vestment Financial Chanhassen, Minnesota $224M AUM 12.2% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
RW
Ridgeline Wealth Mesa, Arizona $176M AUM 18.03% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Heirloom Wealth Management's AVXC Position: Q3 2026 in Review

Heirloom Wealth Management opened a new position in Avantis Emerging Markets ex-China Equity ETF (AVXC) in Q3 2026: 343,324 shares worth $28.2M. The stake represents 3.67% of the portfolio and ranks #10 among its holdings.

8 funds tracked by Wall St. Rank hold AVXC as of Q3 2026.

  • Heirloom Wealth Management held 343,324 shares of Avantis Emerging Markets ex-China Equity ETF worth $28.2M as of Q3 2026.
  • Avantis Emerging Markets ex-China Equity ETF was a new Heirloom Wealth Management position in Q3 2026.
  • Avantis Emerging Markets ex-China Equity ETF made up 3.67% of Heirloom Wealth Management's portfolio in Q3 2026, its #10 holding.
  • 8 funds tracked by Wall St. Rank held Avantis Emerging Markets ex-China Equity ETF as of Q3 2026.

Based on Heirloom Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.