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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$808K	Sell	14,070 -48	-0.3%	-$2.76K	0.01%	624
2025 Q1	$734K	Buy	14,118 +441	+3%	+$22.9K	0.01%	578
2024 Q4	$655K	Buy	13,677 +5,127	+60%	+$246K	0.01%	612
2024 Q3	$446K	Buy	8,550 +5,775	+208%	+$301K	﹤0.01%	725
2024 Q2	$135K	Buy	+2,775	New	+$135K	﹤0.01%	801