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MWM
MorganRosel Wealth Management’s
Invesco FTSE RAFI Emerging Markets ETF
PXH
Stock Holding History
MorganRosel Wealth Management’s Portfolio
PXH Stock Details
PXH Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q3
–
Sell
-748
Closed
-$17.5K
–
295
2025
Q2
$17.5K
Hold
748
–
–
﹤0.01%
236
2025
Q1
$16.3K
Buy
+748
New
+$16K
﹤0.01%
228
2022
Q2
–
Sell
-16,586
Closed
-$345K
–
95
2022
Q1
$345K
Buy
16,586
+7
+0%
+$152
0.17%
74
2021
Q4
$363K
Buy
16,579
+181
+1%
+$4.05K
0.18%
70
2021
Q3
$366K
Buy
16,398
+1,391
+9%
+$31.6K
0.2%
72
2021
Q2
$350K
Sell
15,007
-353
-2%
-$8.2K
0.2%
69
2021
Q1
$346K
Sell
15,360
-4,341
-22%
-$97.4K
0.22%
64
2020
Q4
$417K
Sell
19,701
-566
-3%
-$11K
0.29%
59
2020
Q3
$356K
Buy
20,267
+81
+0.4%
+$1.49K
0.29%
59
2020
Q2
$349K
Sell
20,186
-20,410
-50%
-$341K
0.33%
57
2020
Q1
$626K
Buy
40,596
+91
+0.2%
+$1.79K
0.72%
27
2019
Q4
$903K
Sell
40,505
-365
-0.9%
-$7.7K
0.69%
23
2019
Q3
$821K
Sell
40,870
-2,929
-7%
-$60.5K
0.67%
28
2019
Q2
$946K
Sell
43,799
-1,903
-4%
-$40.5K
0.78%
24
2019
Q1
$978K
Sell
45,702
-1,254
-3%
-$26.7K
0.83%
23
2018
Q4
$928K
Buy
+46,956
New
+$950K
0.96%
18
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1-Year Est. Return
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1-Year Est. Return
Wells Fargo
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$501B AUM
22.01%
1-Year Est. Return
Bank of America
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$1.37T AUM
24.88%
1-Year Est. Return
Victory Capital Management
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$156B AUM
27.51%
1-Year Est. Return
Daiwa Securities Group
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$34.6B AUM
20.7%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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