Robertson Stephens Wealth Management’s Invesco FTSE RAFI Developed Markets ex-US ETF PXF Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-6,322	Closed	-$329K	–	574
2025 Q1	$329K	Sell	6,322 -4,985	-44%	-$259K	0.01%	433
2024 Q4	$541K	Sell	11,307 -18,641	-62%	-$893K	0.02%	343
2024 Q3	$1.56M	Buy	+29,948	New	+$1.56M	0.06%	223