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

Goldstein 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	$1.13M	Sell	40,643 -124	-0.3%	-$3.54K	0.1%	77
2026 Q1	$1.1M	Sell	40,767 -227	-0.6%	-$6.21K	0.12%	67
2025 Q4	$1.06M	Sell	40,994 -300	-0.7%	-$7.73K	0.12%	66
2025 Q3	$1.05M	Buy	41,294 +231	+0.6%	+$5.63K	0.13%	65
2025 Q2	$960K	Buy	41,063 +50	+0.1%	+$1.1K	0.13%	62
2025 Q1	$892K	Sell	41,013 -119	-0.3%	-$2.55K	0.13%	62
2024 Q4	$842K	Buy	41,132 +1,487	+4%	+$31.7K	0.12%	64
2024 Q3	$870K	Sell	39,645 -529,404	-93%	-$10.8M	0.13%	62
2024 Q2	$11.5M	Buy	569,049 +7,340	+1%	+$148K	1.93%	16
2024 Q1	$10.9M	Buy	561,709 +32,167	+6%	+$612K	1.87%	16
2023 Q4	$10.1M	Buy	529,542 +4,218	+0.8%	+$76.3K	1.71%	16
2023 Q3	$9.36M	Buy	525,324 +20,646	+4%	+$384K	1.95%	15
2023 Q2	$9.41M	Sell	504,678 -1,591	-0.3%	-$29.5K	1.97%	15
2023 Q1	$9.3M	Buy	506,269 +12,340	+2%	+$228K	2.04%	17
2022 Q4	$8.7M	Buy	+493,929	New	+$8.4M	2.11%	15

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

Goldstein Advisors's PXH Position: Q2 2026 in Review

Goldstein Advisors reduced its Invesco FTSE RAFI Emerging Markets ETF (PXH) stake by 0.3% in Q2 2026, selling an estimated $3.54K and leaving 40,643 shares worth $1.13M. The position accounts for 0.1% of the portfolio, ranked #77.

Goldstein Advisors first reported a position in PXH in Q4 2022 and has held it in 15 quarters since. The position peaked at $11.5M in Q2 2024. 234 funds tracked by Wall St. Rank hold PXH as of Q2 2026.

Goldstein Advisors held 40,643 shares of Invesco FTSE RAFI Emerging Markets ETF worth $1.13M as of Q2 2026.
Goldstein Advisors sold 124 Invesco FTSE RAFI Emerging Markets ETF shares in Q2 2026, an estimated $3.54K.
Invesco FTSE RAFI Emerging Markets ETF made up 0.1% of Goldstein Advisors's portfolio in Q2 2026, its #77 holding.
Goldstein Advisors first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q4 2022 and has held it in 15 quarters since.
Goldstein Advisors's Invesco FTSE RAFI Emerging Markets ETF position peaked at $11.5M in Q2 2024.
234 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.