Corient Private Wealth’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Corient Private Wealth’s Portfolio PXH Stock Details PXH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$694K	Sell	24,907 -21,683	-47%	-$619K	﹤0.01%	2017
2026 Q1	$1.07M	Buy	46,590 +8,336	+22%	+$228K	﹤0.01%	1631
2025 Q4	$987K	Buy	38,254 +27,234	+247%	+$702K	﹤0.01%	1517
2025 Q3	$280K	Buy	+11,020	New	+$269K	﹤0.01%	2160
2025 Q2	–	Sell	-21,828	Closed	-$475K	–	2519
2025 Q1	$475K	Sell	21,828 -65	-0.3%	-$1.39K	﹤0.01%	1624
2024 Q4	$448K	Buy	21,893 +695	+3%	+$14.8K	﹤0.01%	1681
2024 Q3	$465K	Buy	21,198 +4,938	+30%	+$101K	﹤0.01%	1781
2024 Q2	$329K	Sell	16,260 -441	-3%	-$8.91K	﹤0.01%	1852
2024 Q1	$325K	Sell	16,701 -12,700	-43%	-$242K	﹤0.01%	1845
2023 Q4	$562K	Buy	29,401 +4,271	+17%	+$77.2K	﹤0.01%	1560
2023 Q3	$448K	Sell	25,130 -12,580	-33%	-$234K	﹤0.01%	1553
2023 Q2	$1.03M	Sell	37,710 -246,737	-87%	-$4.58M	﹤0.01%	1142
2023 Q1	$5.54M	Sell	284,447 -37	-0%	-$684	0.01%	563
2022 Q4	$5.31M	Buy	+284,484	New	+$4.84M	0.02%	487

Other funds holding PXH

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Corient Private Wealth's PXH Position: Q2 2026 in Review

Corient Private Wealth reduced its Invesco FTSE RAFI Emerging Markets ETF (PXH) stake by 47% in Q2 2026, selling an estimated $619K and leaving 24,907 shares worth $694K. The position accounts for ﹤0.01% of the portfolio, ranked #2017.

Corient Private Wealth first reported a position in PXH in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.54M in Q1 2023. 235 funds tracked by Wall St. Rank hold PXH as of Q2 2026.

Corient Private Wealth held 24,907 shares of Invesco FTSE RAFI Emerging Markets ETF worth $694K as of Q2 2026.
Corient Private Wealth sold 21,683 Invesco FTSE RAFI Emerging Markets ETF shares in Q2 2026, an estimated $619K.
Invesco FTSE RAFI Emerging Markets ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2017 holding.
Corient Private Wealth first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q4 2022 and has held it in 14 quarters since.
Corient Private Wealth's Invesco FTSE RAFI Emerging Markets ETF position peaked at $5.54M in Q1 2023.
235 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.