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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
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

IEQ Capital's PXF Position: Q1 2026 in Review

IEQ Capital held its Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) position steady in Q1 2026 at 9,483 shares worth $663K. The position accounts for ﹤0.01% of the portfolio, ranked #1186.

IEQ Capital first reported a position in PXF in Q2 2024 and has held it in 8 quarters since. 242 funds tracked by Wall St. Rank hold PXF as of Q1 2026.

  • IEQ Capital held 9,483 shares of Invesco FTSE RAFI Developed Markets ex-US ETF worth $663K as of Q1 2026.
  • IEQ Capital left its Invesco FTSE RAFI Developed Markets ex-US ETF share count unchanged in Q1 2026.
  • Invesco FTSE RAFI Developed Markets ex-US ETF made up ﹤0.01% of IEQ Capital's portfolio in Q1 2026, its #1186 holding.
  • IEQ Capital first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q2 2024 and has held it in 8 quarters since.
  • 242 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.