Moisand Fitzgerald Tamayo’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Moisand Fitzgerald Tamayo’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
2022 Q4	–	Sell	-362	Closed	-$6K	–	830
2022 Q3	$6K	Hold	362	–	–	﹤0.01%	345
2022 Q2	$7K	Buy	+362	New	+$7.03K	﹤0.01%	300
2022 Q1	–	Sell	-362	Closed	-$8K	–	616
2021 Q4	$8K	Hold	362	–	–	﹤0.01%	275
2021 Q3	$8K	Hold	362	–	–	﹤0.01%	264
2021 Q2	$8K	Hold	362	–	–	﹤0.01%	285
2021 Q1	$8K	Sell	362 -31	-8%	-$696	﹤0.01%	235
2020 Q4	$8K	Buy	+393	New	+$7.61K	﹤0.01%	233

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

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

TAIM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

Moisand Fitzgerald Tamayo's PXH Position: Q4 2022 in Review

Moisand Fitzgerald Tamayo sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q4 2022, closing a stake of 362 shares — an estimated $6K sold.

Moisand Fitzgerald Tamayo first reported a position in PXH in Q4 2020 and held it in 7 quarters. The position peaked at $8K in Q4 2021. 146 funds tracked by Wall St. Rank hold PXH as of Q4 2022.

Moisand Fitzgerald Tamayo reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q4 2022 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 362 Invesco FTSE RAFI Emerging Markets ETF shares in Q4 2022, an estimated $6K.
Moisand Fitzgerald Tamayo first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q4 2020 and held it in 7 quarters.
Moisand Fitzgerald Tamayo's Invesco FTSE RAFI Emerging Markets ETF position peaked at $8K in Q4 2021.
146 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q4 2022.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2022, filed 23 Jan 2023.