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

Modera 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
2026 Q2	$355K	Sell	4,690 -63	-1%	-$4.74K	﹤0.01%	515
2026 Q1	$332K	Hold	4,753	–	–	﹤0.01%	515
2025 Q4	$312K	Hold	4,753	–	–	﹤0.01%	535
2025 Q3	$291K	Hold	4,753	–	–	﹤0.01%	549
2025 Q2	$273K	Hold	4,753	–	–	﹤0.01%	553
2025 Q1	$247K	Sell	4,753 -436	-8%	-$22.2K	﹤0.01%	551
2024 Q4	$249K	Buy	5,189 +872	+20%	+$43.3K	﹤0.01%	547
2024 Q3	$225K	Hold	4,317	–	–	﹤0.01%	557
2024 Q2	$210K	Hold	4,317	–	–	﹤0.01%	540
2024 Q1	$214K	Buy	+4,317	New	+$206K	﹤0.01%	537

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

Modera Wealth Management's PXF Position: Q2 2026 in Review

Modera Wealth Management reduced its Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) stake by 1.3% in Q2 2026, selling an estimated $4.74K and leaving 4,690 shares worth $355K. The position accounts for ﹤0.01% of the portfolio, ranked #515.

Modera Wealth Management first reported a position in PXF in Q1 2024 and has held it in 10 quarters since. 252 funds tracked by Wall St. Rank hold PXF as of Q2 2026.

Modera Wealth Management held 4,690 shares of Invesco FTSE RAFI Developed Markets ex-US ETF worth $355K as of Q2 2026.
Modera Wealth Management sold 63 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q2 2026, an estimated $4.74K.
Invesco FTSE RAFI Developed Markets ex-US ETF made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #515 holding.
Modera Wealth Management first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q1 2024 and has held it in 10 quarters since.
252 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.