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 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

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

JWWM

Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return

PFM

Professional Financial Management Appleton, Wisconsin $98.6M AUM

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

TWM

TopTier Wealth Management Muskego, Wisconsin $166M AUM

AWM

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

KWB Wealth's PXH Position: Q2 2026 in Review

KWB Wealth reduced its Invesco FTSE RAFI Emerging Markets ETF (PXH) stake by 2.6% in Q2 2026, selling an estimated $64.6K and leaving 85,697 shares worth $2.39M. The position accounts for 0.2% of the portfolio, ranked #60.

KWB Wealth first reported a position in PXH in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.45M in Q4 2023. 31 funds tracked by Wall St. Rank hold PXH as of Q2 2026.

KWB Wealth held 85,697 shares of Invesco FTSE RAFI Emerging Markets ETF worth $2.39M as of Q2 2026.
KWB Wealth sold 2,264 Invesco FTSE RAFI Emerging Markets ETF shares in Q2 2026, an estimated $64.6K.
Invesco FTSE RAFI Emerging Markets ETF made up 0.2% of KWB Wealth's portfolio in Q2 2026, its #60 holding.
KWB Wealth first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q2 2022 and has held it in 17 quarters since.
KWB Wealth's Invesco FTSE RAFI Emerging Markets ETF position peaked at $3.45M in Q4 2023.
31 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.