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

Empirical Wealth Management’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	$227K	Sell	8,155 -2	-0%	-$57	﹤0.01%	975
2026 Q1	$220K	Buy	8,157 +4	+0%	+$109	﹤0.01%	912
2025 Q4	$210K	Buy	8,153 +29	+0.4%	+$747	﹤0.01%	847
2025 Q3	$207K	Buy	+8,124	New	+$198K	﹤0.01%	749
2025 Q2	–	Sell	-9,845	Closed	-$214K	–	725
2025 Q1	$214K	Sell	9,845 -2,467	-20%	-$52.8K	0.01%	594
2024 Q4	$252K	Buy	12,312 +191	+2%	+$4.08K	0.01%	536
2024 Q3	$266K	Buy	+12,121	New	+$248K	0.01%	486
2023 Q4	–	Sell	-16,304	Closed	-$291K	–	506
2023 Q3	$291K	Buy	16,304 +1,278	+9%	+$23.8K	0.01%	375
2023 Q2	$280K	Buy	15,026 +682	+5%	+$12.6K	0.01%	379
2023 Q1	$263K	Buy	+14,344	New	+$265K	0.01%	412
2022 Q3	–	Sell	-12,423	Closed	-$226K	–	481
2022 Q2	$226K	Sell	12,423 -5,055	-29%	-$98.2K	0.01%	425
2022 Q1	$364K	Buy	17,478 +865	+5%	+$18.8K	0.02%	374
2021 Q4	$364K	Buy	16,613 +4,910	+42%	+$110K	0.02%	390
2021 Q3	$261K	Buy	+11,703	New	+$266K	0.01%	397

Other funds holding PXH

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

JWWM

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

PFM

Professional Financial Management Appleton, Wisconsin $98.6M AUM

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

CST

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

TWM

TopTier Wealth Management Muskego, Wisconsin $166M AUM

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

Empirical Wealth Management reduced its Invesco FTSE RAFI Emerging Markets ETF (PXH) stake by 0.02% in Q2 2026, selling an estimated $57 and leaving 8,155 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #975.

Empirical Wealth Management first reported a position in PXH in Q3 2021 and has held it in 14 quarters since. The position peaked at $364K in Q1 2022. 31 funds tracked by Wall St. Rank hold PXH as of Q2 2026.

Empirical Wealth Management held 8,155 shares of Invesco FTSE RAFI Emerging Markets ETF worth $227K as of Q2 2026.
Empirical Wealth Management sold 2 Invesco FTSE RAFI Emerging Markets ETF shares in Q2 2026, an estimated $57.
Invesco FTSE RAFI Emerging Markets ETF made up ﹤0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #975 holding.
Empirical Wealth Management first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q3 2021 and has held it in 14 quarters since.
Empirical Wealth Management's Invesco FTSE RAFI Emerging Markets ETF position peaked at $364K in Q1 2022.
31 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q2 2026.

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