MinichMacGregor Wealth Management’s Invesco FTSE RAFI Developed Markets ex-US ETF PXF Stock Holding History

MinichMacGregor Wealth Management’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
2023 Q1	–	Sell	-77	Closed	-$3.2K	–	500
2022 Q4	$3.2K	Buy	+77	New	+$3.04K	﹤0.01%	523
2018 Q4	–	Sell	-538	Closed	-$23K	–	403
2018 Q3	$23K	Hold	538	–	–	0.02%	206
2018 Q2	$22K	Buy	+538	New	+$24.2K	0.02%	205

Other funds holding PXF

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MinichMacGregor Wealth Management's PXF Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) in Q1 2023, closing a stake of 77 shares — an estimated $3.2K sold.

MinichMacGregor Wealth Management first reported a position in PXF in Q2 2018 and held it in 3 quarters. The position peaked at $23K in Q3 2018. 169 funds tracked by Wall St. Rank hold PXF as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Invesco FTSE RAFI Developed Markets ex-US ETF position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 77 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q1 2023, an estimated $3.2K.
MinichMacGregor Wealth Management first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q2 2018 and held it in 3 quarters.
MinichMacGregor Wealth Management's Invesco FTSE RAFI Developed Markets ex-US ETF position peaked at $23K in Q3 2018.
169 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.