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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
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 $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

Montag & Associates's AVXC Position: Q1 2026 in Review

Montag & Associates increased its Avantis Emerging Markets ex-China Equity ETF (AVXC) stake by 3.1% in Q1 2026, buying an estimated $6.95K and bringing the position to 3,310 shares worth $224K. The position accounts for 0.01% of the portfolio, ranked #401.

Montag & Associates first reported a position in AVXC in Q4 2025 and has held it in 2 quarters since. 64 funds tracked by Wall St. Rank hold AVXC as of Q1 2026.

  • Montag & Associates held 3,310 shares of Avantis Emerging Markets ex-China Equity ETF worth $224K as of Q1 2026.
  • Montag & Associates bought 100 Avantis Emerging Markets ex-China Equity ETF shares in Q1 2026, an estimated $6.95K.
  • Avantis Emerging Markets ex-China Equity ETF made up 0.01% of Montag & Associates's portfolio in Q1 2026, its #401 holding.
  • Montag & Associates first reported a position in Avantis Emerging Markets ex-China Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • 64 funds tracked by Wall St. Rank held Avantis Emerging Markets ex-China Equity ETF as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.