MWM
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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
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return