Aries Wealth Management’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.8M	Buy	215,564 +11,280	+6%	+$308K	1.28%	21
2025 Q4	$5.27M	Hold	204,284	–	–	1.17%	23
2025 Q3	$5.19M	Sell	204,284 -650	-0.3%	-$15.9K	1.23%	19
2025 Q2	$4.79M	Sell	204,934 -3,730	-2%	-$82.1K	1.25%	20
2025 Q1	$4.54M	Sell	208,664 -2,180	-1%	-$46.7K	1.23%	22
2024 Q4	$4.32M	Buy	210,844 +9,440	+5%	+$202K	1.19%	21
2024 Q3	$4.42M	Sell	201,404 -2,000	-1%	-$41K	1.22%	21
2024 Q2	$4.12M	Buy	203,404 +33,180	+19%	+$670K	1.3%	18
2024 Q1	$3.31M	Buy	170,224 +34,240	+25%	+$651K	1.07%	24
2023 Q4	$2.6M	Buy	135,984 +27,710	+26%	+$501K	0.93%	28
2023 Q3	$1.94M	Buy	108,274 +23,354	+28%	+$435K	0.76%	37
2023 Q2	$1.58M	Buy	84,920 +400	+0.5%	+$7.42K	0.61%	48
2023 Q1	$1.55M	Buy	84,520 +14,090	+20%	+$260K	0.64%	47
2022 Q4	$1.24M	Buy	70,430 +1,560	+2%	+$26.5K	0.53%	55
2022 Q3	$1.09M	Buy	68,870 +17,345	+34%	+$308K	0.48%	60
2022 Q2	$936K	Buy	+51,525	New	+$1M	0.43%	64
2022 Q1	–	Sell	-28,686	Closed	-$628K	–	185
2021 Q4	$628K	Buy	28,686 +10,944	+62%	+$245K	0.24%	95
2021 Q3	$396K	Buy	17,742 +5,804	+49%	+$132K	0.17%	122
2021 Q2	$279K	Buy	+11,938	New	+$277K	0.12%	142