McKinley Carter Wealth Services’s Invesco FTSE RAFI Developed Markets ex-US ETF PXF Stock Holding History

McKinley Carter Wealth Services’s Portfolio PXF Stock Details PXF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$323K	Hold	4,272	–	–	0.02%	271
2026 Q1	$299K	Sell	4,272 -226	-5%	-$16K	0.02%	260
2025 Q4	$295K	Hold	4,498	–	–	0.02%	277
2025 Q3	$275K	Hold	4,498	–	–	0.01%	279
2025 Q2	$258K	Buy	+4,498	New	+$244K	0.01%	277

Other funds holding PXF

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

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

McKinley Carter Wealth Services's PXF Position: Q2 2026 in Review

McKinley Carter Wealth Services held its Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) position steady in Q2 2026 at 4,272 shares worth $323K. The position accounts for 0.02% of the portfolio, ranked #271.

McKinley Carter Wealth Services first reported a position in PXF in Q2 2025 and has held it in 5 quarters since. 252 funds tracked by Wall St. Rank hold PXF as of Q2 2026.

McKinley Carter Wealth Services held 4,272 shares of Invesco FTSE RAFI Developed Markets ex-US ETF worth $323K as of Q2 2026.
McKinley Carter Wealth Services left its Invesco FTSE RAFI Developed Markets ex-US ETF share count unchanged in Q2 2026.
Invesco FTSE RAFI Developed Markets ex-US ETF made up 0.02% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #271 holding.
McKinley Carter Wealth Services first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q2 2025 and has held it in 5 quarters since.
252 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.