Plante Moran Financial Advisors’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Plante Moran Financial Advisors’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
2024 Q2	–	Sell	-2,574	Closed	-$52K	–	857
2024 Q1	$50.1K	Buy	+2,574	New	+$49K	0.01%	333
2022 Q2	–	Sell	-1,537	Closed	-$32K	–	1036
2022 Q1	$32K	Buy	+1,537	New	+$33.4K	0.01%	406
2020 Q1	–	Sell	-6,171	Closed	-$138K	–	813
2019 Q4	$138K	Hold	6,171	–	–	0.05%	201
2019 Q3	$124K	Buy	+6,171	New	+$127K	0.04%	217

Other funds holding PXH

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Plante Moran Financial Advisors's PXH Position: Q2 2024 in Review

Plante Moran Financial Advisors sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q2 2024, closing a stake of 2,574 shares — an estimated $52K sold.

Plante Moran Financial Advisors first reported a position in PXH in Q3 2019 and held it in 4 quarters. The position peaked at $138K in Q4 2019. 152 funds tracked by Wall St. Rank hold PXH as of Q2 2024.

Plante Moran Financial Advisors reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q2 2024 after selling out during the quarter.
Plante Moran Financial Advisors sold 2,574 Invesco FTSE RAFI Emerging Markets ETF shares in Q2 2024, an estimated $52K.
Plante Moran Financial Advisors first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q3 2019 and held it in 4 quarters.
Plante Moran Financial Advisors's Invesco FTSE RAFI Emerging Markets ETF position peaked at $138K in Q4 2019.
152 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q2 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.