Empirical Wealth Management’s Invesco FTSE RAFI Developed Markets ex-US ETF PXF Stock Holding History

Empirical Wealth Management’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
2026 Q2	$393K	Buy	5,199 +5	+0.1%	+$376	0.01%	781
2026 Q1	$363K	Buy	5,194 +658	+15%	+$46.5K	0.01%	708
2025 Q4	$297K	Buy	4,536 +298	+7%	+$18.8K	0.01%	701
2025 Q3	$259K	Buy	4,238 +108	+3%	+$6.42K	0.01%	670
2025 Q2	$237K	Sell	4,130 -218	-5%	-$11.8K	0.01%	587
2025 Q1	$226K	Buy	+4,348	New	+$222K	0.01%	579
2024 Q4	–	Sell	-3,993	Closed	-$208K	–	624
2024 Q3	$208K	Buy	+3,993	New	+$201K	0.01%	540
2024 Q2	–	Sell	-4,194	Closed	-$208K	–	577
2024 Q1	$208K	Sell	4,194 -2,961	-41%	-$141K	0.01%	505
2023 Q4	$339K	Buy	7,155 +1,505	+27%	+$66.9K	0.01%	375
2023 Q3	$246K	Buy	5,650 +232	+4%	+$10.4K	0.01%	410
2023 Q2	$244K	Sell	5,418 -100	-2%	-$4.48K	0.01%	403
2023 Q1	$243K	Buy	+5,518	New	+$243K	0.01%	421
2022 Q2	–	Sell	-12,495	Closed	-$576K	–	517
2022 Q1	$576K	Buy	12,495 +1,229	+11%	+$57.8K	0.03%	303
2021 Q4	$534K	Buy	11,266 +2,009	+22%	+$95.6K	0.03%	333
2021 Q3	$434K	Buy	+9,257	New	+$444K	0.02%	328

Other funds holding PXF

JWWM

Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

TBWA

Three Bridge Wealth Advisors Los Altos, California $399M AUM 18.1% 1-Year Est. Return

Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return

Empirical Wealth Management's PXF Position: Q2 2026 in Review

Empirical Wealth Management increased its Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) stake by 0.1% in Q2 2026, buying an estimated $376 and bringing the position to 5,199 shares worth $393K. The position accounts for 0.01% of the portfolio, ranked #781.

Empirical Wealth Management first reported a position in PXF in Q3 2021 and has held it in 15 quarters since. The position peaked at $576K in Q1 2022. 96 funds tracked by Wall St. Rank hold PXF as of Q2 2026.

Empirical Wealth Management held 5,199 shares of Invesco FTSE RAFI Developed Markets ex-US ETF worth $393K as of Q2 2026.
Empirical Wealth Management bought 5 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q2 2026, an estimated $376.
Invesco FTSE RAFI Developed Markets ex-US ETF made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #781 holding.
Empirical Wealth Management first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q3 2021 and has held it in 15 quarters since.
Empirical Wealth Management's Invesco FTSE RAFI Developed Markets ex-US ETF position peaked at $576K in Q1 2022.
96 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.