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Montag & Associates’s Avantis Emerging Markets ex-China Equity ETF AVXC Stock Holding History

Montag & Associates’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
Q2 		$277K Sell
3,235
-75
-2% -$5.97K 0.01% 381
2026
Q1 		$224K Buy
3,310
+100
+3% +$6.95K 0.01% 401
2025
Q4 		$205K Buy
+3,210
New +$199K 0.01% 408

Other funds holding AVXC

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
VF
Vestment Financial Chanhassen, Minnesota $224M AUM 12.2% 1-Year Est. Return
TW
Trajan Wealth Scottsdale, Arizona $2.65B AUM 17.06% 1-Year Est. Return
PSP
Pacific Sage Partners Edmonds, Washington $705M AUM 12.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
PFA
Providence Financial Advisors Overland Park, Kansas $176M AUM 23.64% 1-Year Est. Return

Montag & Associates's AVXC Position: Q2 2026 in Review

Montag & Associates reduced its Avantis Emerging Markets ex-China Equity ETF (AVXC) stake by 2.3% in Q2 2026, selling an estimated $5.97K and leaving 3,235 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #381.

Montag & Associates first reported a position in AVXC in Q4 2025 and has held it in 3 quarters since. 74 funds tracked by Wall St. Rank hold AVXC as of Q2 2026.

  • Montag & Associates held 3,235 shares of Avantis Emerging Markets ex-China Equity ETF worth $277K as of Q2 2026.
  • Montag & Associates sold 75 Avantis Emerging Markets ex-China Equity ETF shares in Q2 2026, an estimated $5.97K.
  • Avantis Emerging Markets ex-China Equity ETF made up 0.01% of Montag & Associates's portfolio in Q2 2026, its #381 holding.
  • Montag & Associates first reported a position in Avantis Emerging Markets ex-China Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 74 funds tracked by Wall St. Rank held Avantis Emerging Markets ex-China Equity ETF as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.