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

Forvis Mazars 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
2016 Q1	–	Sell	-29,433	Closed	-$410K	–	201
2015 Q4	$410K	Sell	29,433 -102,483	-78%	-$1.55M	0.06%	121
2015 Q3	$1.9M	Sell	131,916 -263,594	-67%	-$4.33M	0.33%	39
2015 Q2	$7.61M	Sell	395,510 -126,349	-24%	-$2.54M	1.14%	16
2015 Q1	$9.65M	Sell	521,859 -81,392	-13%	-$1.53M	1.4%	16
2014 Q4	$11.2M	Buy	603,251 +165,392	+38%	+$3.24M	1.84%	13
2014 Q3	$8.86M	Buy	437,859 +55,396	+14%	+$1.22M	1.53%	14
2014 Q2	$8.15M	Buy	382,463 +29,403	+8%	+$612K	1.39%	16
2014 Q1	$7.02M	Buy	353,060 +119,678	+51%	+$2.28M	1.24%	16
2013 Q4	$4.78M	Buy	233,382 +113,706	+95%	+$2.36M	0.89%	18
2013 Q3	$2.43M	Buy	+119,676	New	+$2.36M	0.5%	39

Other funds holding PXH

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

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

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Kinsight LLC Birmingham, Alabama $176M AUM 17.21% 1-Year Est. Return

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

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Bank of America

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

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return