James T. Borello RIA’s Avantis Emerging Markets ex-China Equity ETF AVXC Stock Holding History

James T. Borello RIA’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	$95.7K	Hold	1,165	–	–	0.02%	178
2026 Q2	$100K	Hold	1,165	–	–	0.02%	167
2026 Q1	$78.8K	Hold	1,165	–	–	0.02%	175
2025 Q4	$74.3K	Hold	1,165	–	–	0.02%	152
2025 Q3	$69.8K	Hold	1,165	–	–	0.02%	145
2025 Q2	$66K	Buy	+1,165	New	+$60.4K	0.02%	132

Other funds holding AVXC

Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return

Vestment Financial Chanhassen, Minnesota $224M AUM 12.2% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

CFA

CWS Financial Advisors Kalamazoo, Michigan $454M AUM 6.72% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Ridgeline Wealth Mesa, Arizona $176M AUM 18.03% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

CWA

Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

James T. Borello RIA's AVXC Position: Q3 2026 in Review

James T. Borello RIA held its Avantis Emerging Markets ex-China Equity ETF (AVXC) position steady in Q3 2026 at 1,165 shares worth $95.7K. The position accounts for 0.02% of the portfolio, ranked #178.

James T. Borello RIA first reported a position in AVXC in Q2 2025 and has held it in 6 quarters since. The position peaked at $100K in Q2 2026. 15 funds tracked by Wall St. Rank hold AVXC as of Q3 2026.

James T. Borello RIA held 1,165 shares of Avantis Emerging Markets ex-China Equity ETF worth $95.7K as of Q3 2026.
James T. Borello RIA left its Avantis Emerging Markets ex-China Equity ETF share count unchanged in Q3 2026.
Avantis Emerging Markets ex-China Equity ETF made up 0.02% of James T. Borello RIA's portfolio in Q3 2026, its #178 holding.
James T. Borello RIA first reported a position in Avantis Emerging Markets ex-China Equity ETF in Q2 2025 and has held it in 6 quarters since.
James T. Borello RIA's Avantis Emerging Markets ex-China Equity ETF position peaked at $100K in Q2 2026.
15 funds tracked by Wall St. Rank held Avantis Emerging Markets ex-China Equity ETF as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.