KW
ISDX

KWB Wealth’s Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic Developed ex-US ETF ISDX Stock Holding History

KWB Wealth’s Portfolio ISDX Stock Details ISDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-133,897
Closed -$3.6M – 120
2022
Q4 		$3.6M Buy
133,897
+24,844
+23% +$667K 0.68% 23
2022
Q3 		$2.53M Buy
109,053
+11,023
+11% +$256K 0.51% 29
2022
Q2 		$2.58M Buy
+98,030
New +$2.58M 0.5% 29