HC Financial Advisors’s Invesco FTSE RAFI Developed Markets ex-US ETF PXF Stock Holding History

HC Financial Advisors’s Portfolio PXF Stock Details PXF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$180K	Sell	4,531 -549	-11%	-$23.9K	0.12%	81
2022 Q1	$234K	Hold	5,080	–	–	0.14%	78
2021 Q4	$241K	Hold	5,080	–	–	0.13%	77
2021 Q3	$238K	Sell	5,080 -750	-13%	-$36K	0.14%	76
2021 Q2	$281K	Buy	5,830 +142	+2%	+$6.88K	0.16%	71
2021 Q1	$263K	Hold	5,688	–	–	0.16%	70
2020 Q4	$241K	Hold	5,688	–	–	0.15%	70
2020 Q3	$202K	Hold	5,688	–	–	0.14%	71
2020 Q2	$197K	Hold	5,688	–	–	0.15%	66
2020 Q1	$173K	Sell	5,688 -900	-14%	-$34.2K	0.15%	67
2019 Q4	$280K	Sell	6,588 -1,500	-19%	-$61.7K	0.22%	65
2019 Q3	$321K	Buy	+8,088	New	+$319K	0.28%	63
2018 Q4	–	Sell	-8,088	Closed	-$350K	–	55
2018 Q3	$350K	Sell	8,088 -2,060	-20%	-$88.9K	0.31%	60
2018 Q2	$436K	Sell	10,148 -210	-2%	-$9.46K	0.42%	60
2018 Q1	$462K	Hold	10,358	–	–	0.46%	61
2017 Q4	$470K	Buy	+10,358	New	+$463K	0.45%	59

Other funds holding PXF

CSIA

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

HC Financial Advisors's PXF Position: Q2 2022 in Review

HC Financial Advisors reduced its Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) stake by 11% in Q2 2022, selling an estimated $23.9K and leaving 4,531 shares worth $180K. The position accounts for 0.12% of the portfolio, ranked #81.

HC Financial Advisors first reported a position in PXF in Q4 2017 and has held it in 16 quarters since. The position peaked at $470K in Q4 2017. 137 funds tracked by Wall St. Rank hold PXF as of Q2 2022.

HC Financial Advisors held 4,531 shares of Invesco FTSE RAFI Developed Markets ex-US ETF worth $180K as of Q2 2022.
HC Financial Advisors sold 549 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q2 2022, an estimated $23.9K.
Invesco FTSE RAFI Developed Markets ex-US ETF made up 0.12% of HC Financial Advisors's portfolio in Q2 2022, its #81 holding.
HC Financial Advisors first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q4 2017 and has held it in 16 quarters since.
HC Financial Advisors's Invesco FTSE RAFI Developed Markets ex-US ETF position peaked at $470K in Q4 2017.
137 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.