Harel Insurance Investments & Financial Services’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Harel Insurance Investments & Financial Services’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
2024 Q1	–	Sell	-5,700	Closed	-$109K	–	612
2023 Q4	$109K	Hold	5,700	–	–	﹤0.01%	341
2023 Q3	$101K	Sell	5,700 -100	-2%	-$1.86K	﹤0.01%	368
2023 Q2	$107K	Buy	5,800 +196	+3%	+$3.63K	﹤0.01%	375
2023 Q1	$103K	Buy	+5,604	New	+$104K	﹤0.01%	399

Other funds holding PXH

CSIA

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

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

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

BCI

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

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Harel Insurance Investments & Financial Services's PXH Position: Q1 2024 in Review

Harel Insurance Investments & Financial Services sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q1 2024, closing a stake of 5,700 shares — an estimated $109K sold.

Harel Insurance Investments & Financial Services first reported a position in PXH in Q1 2023 and held it in 4 quarters. The position peaked at $109K in Q4 2023. 158 funds tracked by Wall St. Rank hold PXH as of Q1 2024.

Harel Insurance Investments & Financial Services reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q1 2024 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 5,700 Invesco FTSE RAFI Emerging Markets ETF shares in Q1 2024, an estimated $109K.
Harel Insurance Investments & Financial Services first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q1 2023 and held it in 4 quarters.
Harel Insurance Investments & Financial Services's Invesco FTSE RAFI Emerging Markets ETF position peaked at $109K in Q4 2023.
158 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q1 2024.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2024, filed 30 Apr 2024.