LMCG Investments’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

LMCG Investments’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	$4.16M	Buy	149,270 +2,313	+2%	+$66K	0.22%	108
2026 Q1	$3.95M	Buy	146,957 +17,051	+13%	+$466K	0.24%	103
2025 Q4	$3.35M	Buy	129,906 +18,152	+16%	+$468K	0.19%	114
2025 Q3	$2.84M	Buy	111,754 +8,309	+8%	+$203K	0.17%	116
2025 Q2	$2.42M	Buy	103,445 +25,155	+32%	+$554K	0.15%	124
2025 Q1	$1.7M	Buy	78,290 +30,796	+65%	+$659K	0.11%	145
2024 Q4	$973K	Buy	47,494 +16,836	+55%	+$359K	0.06%	167
2024 Q3	$673K	Buy	30,658 +2,333	+8%	+$47.8K	0.04%	175
2024 Q2	$574K	Buy	28,325 +11,584	+69%	+$234K	0.03%	235
2024 Q1	$326K	Sell	16,741 -470	-3%	-$8.94K	0.02%	268
2023 Q4	$329K	Buy	17,211 +958	+6%	+$17.3K	0.02%	273
2023 Q3	$290K	Buy	16,253 +355	+2%	+$6.61K	0.02%	276
2023 Q2	$296K	Buy	15,898 +4,682	+42%	+$86.8K	0.02%	271
2023 Q1	$206K	Buy	+11,216	New	+$207K	0.01%	293

Other funds holding PXH

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LMCG Investments's PXH Position: Q2 2026 in Review

LMCG Investments increased its Invesco FTSE RAFI Emerging Markets ETF (PXH) stake by 1.6% in Q2 2026, buying an estimated $66K and bringing the position to 149,270 shares worth $4.16M. The position accounts for 0.22% of the portfolio, ranked #108.

LMCG Investments first reported a position in PXH in Q1 2023 and has held it in 14 quarters since. 235 funds tracked by Wall St. Rank hold PXH as of Q2 2026.

LMCG Investments held 149,270 shares of Invesco FTSE RAFI Emerging Markets ETF worth $4.16M as of Q2 2026.
LMCG Investments bought 2,313 Invesco FTSE RAFI Emerging Markets ETF shares in Q2 2026, an estimated $66K.
Invesco FTSE RAFI Emerging Markets ETF made up 0.22% of LMCG Investments's portfolio in Q2 2026, its #108 holding.
LMCG Investments first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q1 2023 and has held it in 14 quarters since.
235 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q2 2026.

Based on LMCG Investments's 13F filing for Q2 2026, filed 22 Jul 2026.