KWB Wealth
PXH icon

KWB Wealth’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

KWB Wealth’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
2026
Q3 		$2.46M Sell
84,652
-1,045
-1% -$30.3K 0.21% 62
2026
Q2 		$2.39M Sell
85,697
-2,264
-3% -$64.6K 0.2% 60
2026
Q1 		$2.27M Sell
87,961
-1,163
-1% -$31.8K 0.22% 54
2025
Q4 		$2.3M Buy
89,124
+1,798
+2% +$46.3K 0.22% 54
2025
Q3 		$2.04M Sell
87,326
-1,183
-1% -$28.9K 0.23% 57
2025
Q2 		$1.92M Sell
88,509
-22,355
-20% -$492K 0.23% 59
2025
Q1 		$2.27M Sell
110,864
-15,287
-12% -$327K 0.27% 52
2024
Q4 		$2.77M Sell
126,151
-17,237
-12% -$368K 0.34% 37
2024
Q3 		$2.9M Sell
143,388
-357
-0.2% -$7.31K 0.38% 37
2024
Q2 		$2.8M Sell
143,745
-5,572
-4% -$113K 0.38% 33
2024
Q1 		$2.91M Sell
149,317
-31,137
-17% -$592K 0.39% 33
2023
Q4 		$3.45M Buy
180,454
+13,635
+8% +$246K 0.5% 30
2023
Q3 		$3.11M Sell
166,819
-5,382
-3% -$100K 0.5% 29
2023
Q2 		$3.21M Buy
172,201
+21,381
+14% +$397K 0.51% 29
2023
Q1 		$2.66M Sell
150,820
-893
-0.6% -$16.5K 0.49% 29
2022
Q4 		$2.67M Sell
151,713
-16,173
-10% -$275K 0.51% 27
2022
Q3 		$2.72M Sell
167,886
-21,170
-11% -$377K 0.54% 25
2022
Q2 		$3.44M Buy
+189,056
New +$3.67M 0.66% 25

Other funds holding PXH

Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
TopTier Wealth Management
TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return
Integrated Advisors Network
Integrated Advisors Network Dallas, Texas $2.19B AUM 21.83% 1-Year Est. Return
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
Accel Wealth Management
Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return
Firethorn Wealth Partners
Firethorn Wealth Partners Augusta, Georgia $313M AUM 15.55% 1-Year Est. Return
Net Worth Advisory Group
Net Worth Advisory Group Sandy, Utah $397M AUM 23.64% 1-Year Est. Return

KWB Wealth's PXH Position: Q3 2026 in Review

KWB Wealth reduced its Invesco FTSE RAFI Emerging Markets ETF (PXH) stake by 1.2% in Q3 2026, selling an estimated $30.3K and leaving 84,652 shares worth $2.46M. The position accounts for 0.21% of the portfolio, ranked #62.

KWB Wealth first reported a position in PXH in Q2 2022 and has held it in 18 quarters since. The position peaked at $3.45M in Q4 2023. 40 funds tracked by Wall St. Rank hold PXH as of Q3 2026.

  • KWB Wealth held 84,652 shares of Invesco FTSE RAFI Emerging Markets ETF worth $2.46M as of Q3 2026.
  • KWB Wealth sold 1,045 Invesco FTSE RAFI Emerging Markets ETF shares in Q3 2026, an estimated $30.3K.
  • Invesco FTSE RAFI Emerging Markets ETF made up 0.21% of KWB Wealth's portfolio in Q3 2026, its #62 holding.
  • KWB Wealth first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q2 2022 and has held it in 18 quarters since.
  • KWB Wealth's Invesco FTSE RAFI Emerging Markets ETF position peaked at $3.45M in Q4 2023.
  • 40 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.