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Kathleen S. Wright Associates’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Kathleen S. Wright Associates’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
2025
Q3 		$12.8K Hold
505
– – ﹤0.01% 205
2025
Q2 		$11.8K Hold
505
– – ﹤0.01% 214
2025
Q1 		$11K Hold
505
– – ﹤0.01% 217
2024
Q4 		$10.3K Hold
505
– – ﹤0.01% 218
2024
Q3 		$11.1K Buy
+505
New +$10.3K ﹤0.01% 246

Other funds holding PXH

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 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

Kathleen S. Wright Associates's PXH Position: Q3 2025 in Review

Kathleen S. Wright Associates held its Invesco FTSE RAFI Emerging Markets ETF (PXH) position steady in Q3 2025 at 505 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #205.

Kathleen S. Wright Associates first reported a position in PXH in Q3 2024 and has held it in 5 quarters since. 200 funds tracked by Wall St. Rank hold PXH as of Q3 2025.

  • Kathleen S. Wright Associates held 505 shares of Invesco FTSE RAFI Emerging Markets ETF worth $12.8K as of Q3 2025.
  • Kathleen S. Wright Associates left its Invesco FTSE RAFI Emerging Markets ETF share count unchanged in Q3 2025.
  • Invesco FTSE RAFI Emerging Markets ETF made up ﹤0.01% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #205 holding.
  • Kathleen S. Wright Associates first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q3 2024 and has held it in 5 quarters since.
  • 200 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.