EWM
PXH icon

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

Evermay 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
2022
Q4 		– Sell
-200
Closed -$3K – 585
2022
Q3 		$3K Buy
+200
New +$3.56K ﹤0.01% 465

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Evermay Wealth Management's PXH Position: Q4 2022 in Review

Evermay Wealth Management sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q4 2022, closing a stake of 200 shares — an estimated $3K sold.

Evermay Wealth Management first reported a position in PXH in Q3 2022 and held it in 1 quarter. The position peaked at $3K in Q3 2022. 146 funds tracked by Wall St. Rank hold PXH as of Q4 2022.

  • Evermay Wealth Management reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q4 2022 after selling out during the quarter.
  • Evermay Wealth Management sold 200 Invesco FTSE RAFI Emerging Markets ETF shares in Q4 2022, an estimated $3K.
  • Evermay Wealth Management first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q3 2022 and held it in 1 quarter.
  • Evermay Wealth Management's Invesco FTSE RAFI Emerging Markets ETF position peaked at $3K in Q3 2022.
  • 146 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q4 2022.

Based on Evermay Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.