IEQ Capital’s Invesco FTSE RAFI Developed Markets ex-US ETF PXF Stock Holding History

IEQ Capital’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
2026 Q2	$785K	Buy	10,377 +894	+9%	+$67.2K	﹤0.01%	1217
2026 Q1	$663K	Hold	9,483	–	–	﹤0.01%	1186
2025 Q4	$622K	Hold	9,483	–	–	﹤0.01%	1234
2025 Q3	$580K	Hold	9,483	–	–	﹤0.01%	1228
2025 Q2	$545K	Hold	9,483	–	–	﹤0.01%	1127
2025 Q1	$493K	Hold	9,483	–	–	﹤0.01%	985
2024 Q4	$454K	Buy	9,483 +424	+5%	+$21.1K	﹤0.01%	881
2024 Q3	$472K	Hold	9,059	–	–	0.01%	773
2024 Q2	$441K	Buy	+9,059	New	+$449K	0.01%	698

Other funds holding PXF

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

IEQ Capital's PXF Position: Q2 2026 in Review

IEQ Capital increased its Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) stake by 9.4% in Q2 2026, buying an estimated $67.2K and bringing the position to 10,377 shares worth $785K. The position accounts for ﹤0.01% of the portfolio, ranked #1217.

IEQ Capital first reported a position in PXF in Q2 2024 and has held it in 9 quarters since. 252 funds tracked by Wall St. Rank hold PXF as of Q2 2026.

IEQ Capital held 10,377 shares of Invesco FTSE RAFI Developed Markets ex-US ETF worth $785K as of Q2 2026.
IEQ Capital bought 894 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q2 2026, an estimated $67.2K.
Invesco FTSE RAFI Developed Markets ex-US ETF made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1217 holding.
IEQ Capital first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q2 2024 and has held it in 9 quarters since.
252 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.