Evergreen Capital Management’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Evergreen Capital 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
2025 Q3	–	Sell	-13,980	Closed	-$327K	–	1359
2025 Q2	$327K	Hold	13,980	–	–	0.01%	763
2025 Q1	$304K	Hold	13,980	–	–	0.01%	748
2024 Q4	$286K	Hold	13,980	–	–	0.01%	760
2024 Q3	$307K	Hold	13,980	–	–	0.01%	704
2024 Q2	$283K	Buy	+13,980	New	+$282K	0.01%	685
2024 Q1	–	Sell	-12,708	Closed	-$243K	–	918
2023 Q4	$243K	Buy	+12,708	New	+$230K	0.01%	686
2023 Q3	–	Sell	-13,349	Closed	-$249K	–	841
2023 Q2	$249K	Buy	+13,349	New	+$248K	0.01%	636
2015 Q3	–	Sell	-69,350	Closed	-$1.33M	–	94
2015 Q2	$1.33M	Sell	69,350 -2,975	-4%	-$59.7K	0.33%	66
2015 Q1	$1.34M	Sell	72,325 -132,377	-65%	-$2.48M	0.29%	73
2014 Q4	$4.14M	Sell	204,702 -50	-0%	-$978	0.82%	42
2014 Q3	$4.14M	Buy	204,752 +4,245	+2%	+$93.6K	0.81%	42
2014 Q2	$4.28M	Sell	200,507 -1,183	-0.6%	-$24.6K	0.84%	41
2014 Q1	$4.01M	Buy	+201,690	New	+$3.84M	0.81%	44

Other funds holding PXH

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evergreen Capital Management's PXH Position: Q3 2025 in Review

Evergreen Capital Management sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q3 2025, closing a stake of 13,980 shares — an estimated $327K sold.

Evergreen Capital Management first reported a position in PXH in Q1 2014 and held it in 13 quarters. The position peaked at $4.28M in Q2 2014. 200 funds tracked by Wall St. Rank hold PXH as of Q3 2025.

Evergreen Capital Management reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q3 2025 after selling out during the quarter.
Evergreen Capital Management sold 13,980 Invesco FTSE RAFI Emerging Markets ETF shares in Q3 2025, an estimated $327K.
Evergreen Capital Management first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q1 2014 and held it in 13 quarters.
Evergreen Capital Management's Invesco FTSE RAFI Emerging Markets ETF position peaked at $4.28M in Q2 2014.
200 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q3 2025.

Based on Evergreen Capital Management's 13F filing for Q3 2025, filed 28 Oct 2025.