Evensky & Katz’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Evensky & Katz’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
2020 Q2	–	Sell	-72	Closed	-$1K	–	93
2020 Q1	$1K	Sell	72 -133,620	-100%	-$2.63M	﹤0.01%	100
2019 Q4	$2.98M	Buy	133,692 +16,252	+14%	+$343K	0.41%	29
2019 Q3	$2.36M	Buy	117,440 +32,576	+38%	+$672K	0.32%	34
2019 Q2	$1.83M	Buy	84,864 +31,049	+58%	+$661K	0.25%	36
2019 Q1	$1.15M	Buy	53,815 +30,201	+128%	+$643K	0.16%	46
2018 Q4	$466K	Sell	23,614 -102,003	-81%	-$2.06M	0.08%	45
2018 Q3	$2.65M	Buy	125,617 +62,604	+99%	+$1.32M	0.39%	19
2018 Q2	$1.3M	Buy	63,013 +47,289	+301%	+$1.05M	0.23%	27
2018 Q1	$369K	Buy	+15,724	New	+$374K	0.06%	36

Other funds holding PXH

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Evensky & Katz's PXH Position: Q2 2020 in Review

Evensky & Katz sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q2 2020, closing a stake of 72 shares — an estimated $1K sold.

Evensky & Katz first reported a position in PXH in Q1 2018 and held it in 9 quarters. The position peaked at $2.98M in Q4 2019. 107 funds tracked by Wall St. Rank hold PXH as of Q2 2020.

Evensky & Katz reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q2 2020 after selling out during the quarter.
Evensky & Katz sold 72 Invesco FTSE RAFI Emerging Markets ETF shares in Q2 2020, an estimated $1K.
Evensky & Katz first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q1 2018 and held it in 9 quarters.
Evensky & Katz's Invesco FTSE RAFI Emerging Markets ETF position peaked at $2.98M in Q4 2019.
107 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q2 2020.

Based on Evensky & Katz's 13F filing for Q2 2020, filed 5 Aug 2020.