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

Robertson Stephens Wealth Management’s Portfolio PXF Stock Details PXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-6,322
Closed -$329K – 583
2025
Q1 		$329K Sell
6,322
-4,985
-44% -$254K 0.01% 439
2024
Q4 		$541K Sell
11,307
-18,641
-62% -$926K 0.02% 346
2024
Q3 		$1.56M Buy
+29,948
New +$1.51M 0.06% 224

Other funds holding PXF

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Robertson Stephens Wealth Management's PXF Position: Q2 2025 in Review

Robertson Stephens Wealth Management sold out of Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) in Q2 2025, closing a stake of 6,322 shares — an estimated $329K sold.

Robertson Stephens Wealth Management first reported a position in PXF in Q3 2024 and held it in 3 quarters. The position peaked at $1.56M in Q3 2024. 201 funds tracked by Wall St. Rank hold PXF as of Q2 2025.

  • Robertson Stephens Wealth Management reported no remaining Invesco FTSE RAFI Developed Markets ex-US ETF position as of Q2 2025 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 6,322 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q2 2025, an estimated $329K.
  • Robertson Stephens Wealth Management first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q3 2024 and held it in 3 quarters.
  • Robertson Stephens Wealth Management's Invesco FTSE RAFI Developed Markets ex-US ETF position peaked at $1.56M in Q3 2024.
  • 201 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q2 2025.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2025, filed 24 Jul 2025.