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

MinichMacGregor Wealth Management’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
2023 Q1	–	Sell	-141	Closed	-$2.48K	–	501
2022 Q4	$2.48K	Buy	+141	New	+$2.4K	﹤0.01%	550
2018 Q4	–	Sell	-141	Closed	-$2K	–	404
2018 Q3	$2K	Hold	141	–	–	﹤0.01%	460
2018 Q2	$2K	Buy	+141	New	+$3.13K	﹤0.01%	452

Other funds holding PXH

CSIA

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

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

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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

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

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

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

MinichMacGregor Wealth Management sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q1 2023, closing a stake of 141 shares — an estimated $2.48K sold.

MinichMacGregor Wealth Management first reported a position in PXH in Q2 2018 and held it in 3 quarters. The position peaked at $2.48K in Q4 2022. 145 funds tracked by Wall St. Rank hold PXH as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 141 Invesco FTSE RAFI Emerging Markets ETF shares in Q1 2023, an estimated $2.48K.
MinichMacGregor Wealth Management first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q2 2018 and held it in 3 quarters.
MinichMacGregor Wealth Management's Invesco FTSE RAFI Emerging Markets ETF position peaked at $2.48K in Q4 2022.
145 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q1 2023.

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