MWM
PXH icon

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
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-748
Closed -$17.5K – 294
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 0.32% 57
2020
Q1 		$626K Buy
40,596
+91
+0.2% +$1.79K 0.71% 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

Other funds holding PXH

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MorganRosel Wealth Management's PXH Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q3 2025, closing a stake of 748 shares — an estimated $17.5K sold.

MorganRosel Wealth Management first reported a position in PXH in Q4 2018 and held it in 16 quarters. The position peaked at $978K in Q1 2019. 200 funds tracked by Wall St. Rank hold PXH as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 748 Invesco FTSE RAFI Emerging Markets ETF shares in Q3 2025, an estimated $17.5K.
  • MorganRosel Wealth Management first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q4 2018 and held it in 16 quarters.
  • MorganRosel Wealth Management's Invesco FTSE RAFI Emerging Markets ETF position peaked at $978K in Q1 2019.
  • 200 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.