EP Wealth Advisors’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

EP Wealth Advisors’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	$190K	Buy	+6,798	New	+$194K	﹤0.01%	1525
2025 Q2	$220K	Sell	9,404 -488	-5%	-$10.7K	﹤0.01%	1199
2025 Q1	$215K	Sell	9,892 -366	-4%	-$7.83K	﹤0.01%	1100
2024 Q4	$210K	Buy	+10,258	New	+$219K	﹤0.01%	1051

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

EP Wealth Advisors's PXH Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q2 2026: 6,798 shares worth $190K. The stake represents ﹤0.01% of the portfolio and ranks #1525 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in PXH as recently as Q2 2025.

EP Wealth Advisors first reported a position in PXH in Q4 2024 and has held it in 4 quarters since. The position peaked at $220K in Q2 2025. 235 funds tracked by Wall St. Rank hold PXH as of Q2 2026.

EP Wealth Advisors held 6,798 shares of Invesco FTSE RAFI Emerging Markets ETF worth $190K as of Q2 2026.
Invesco FTSE RAFI Emerging Markets ETF was a new EP Wealth Advisors position in Q2 2026.
Invesco FTSE RAFI Emerging Markets ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1525 holding.
EP Wealth Advisors first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q4 2024 and has held it in 4 quarters since.
EP Wealth Advisors's Invesco FTSE RAFI Emerging Markets ETF position peaked at $220K in Q2 2025.
235 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q2 2026.

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