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Ellevest Inc’s Invesco FTSE RAFI Developed Markets ex-US ETF PXF Stock Holding History

Ellevest Inc’s Portfolio PXF Stock Details PXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-5
Closed – – 1605
2021
Q3 		$0 Buy
+5
New +$240 ﹤0.01% 1538
2020
Q1 		– Sell
-250
Closed -$9.51K – 1253
2019
Q4 		$11K Hold
250
– – ﹤0.01% 519
2019
Q3 		$10K Buy
+250
New +$9.87K ﹤0.01% 225

Other funds holding PXF

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BO
BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFS
Solitude Financial Services Charlottesville, Virginia $338M AUM 16.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Ellevest Inc's PXF Position: Q4 2021 in Review

Ellevest Inc sold out of Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) in Q4 2021, closing a stake of 5 shares.

Ellevest Inc first reported a position in PXF in Q3 2019 and held it in 3 quarters. The position peaked at $11K in Q4 2019. 133 funds tracked by Wall St. Rank hold PXF as of Q4 2021.

  • Ellevest Inc reported no remaining Invesco FTSE RAFI Developed Markets ex-US ETF position as of Q4 2021 after selling out during the quarter.
  • Ellevest Inc sold 5 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q4 2021.
  • Ellevest Inc first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q3 2019 and held it in 3 quarters.
  • Ellevest Inc's Invesco FTSE RAFI Developed Markets ex-US ETF position peaked at $11K in Q4 2019.
  • 133 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q4 2021.

Based on Ellevest Inc's 13F filing for Q4 2021, filed 24 Jan 2022.