Rothschild Investment LLC’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Rothschild Investment LLC’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
2026 Q2	$4.83M	Sell	173,244 -565	-0.3%	-$16.1K	0.18%	113
2026 Q1	$4.68M	Buy	173,809 +1,285	+0.7%	+$35.1K	0.24%	94
2025 Q4	$4.45M	Sell	172,524 -625	-0.4%	-$16.1K	0.24%	91
2025 Q3	$4.4M	Sell	173,149 -2,010	-1%	-$49K	0.25%	91
2025 Q2	$4.1M	Buy	175,159 +1,760	+1%	+$38.8K	0.26%	93
2025 Q1	$3.77M	Sell	173,399 -925	-0.5%	-$19.8K	0.25%	92
2024 Q4	$3.57M	Sell	174,324 -1,870	-1%	-$39.9K	0.23%	97
2024 Q3	$3.87M	Sell	176,194 -2,795	-2%	-$57.3K	0.25%	91
2024 Q2	$3.62M	Sell	178,989 -7,630	-4%	-$154K	0.25%	89
2024 Q1	$3.63M	Buy	186,619 +3,580	+2%	+$68.1K	0.26%	90
2023 Q4	$3.5M	Sell	183,039 -149,204	-45%	-$2.7M	0.29%	80
2023 Q3	$5.92M	Sell	332,243 -19,725	-6%	-$367K	0.5%	57
2023 Q2	$6.56M	Buy	351,968 +107	+0%	+$1.99K	0.55%	51
2023 Q1	$6.46M	Sell	351,861 -10,135	-3%	-$187K	0.57%	50
2022 Q4	$6.38M	Sell	361,996 -31,005	-8%	-$528K	0.59%	49
2022 Q3	$6.36M	Sell	393,001 -11,246	-3%	-$200K	0.63%	44
2022 Q2	$7.34M	Sell	404,247 -18,120	-4%	-$352K	0.68%	41
2022 Q1	$8.79M	Sell	422,367 -7,365	-2%	-$160K	0.69%	39
2021 Q4	$9.41M	Buy	429,732 +28,535	+7%	+$638K	0.73%	39
2021 Q3	$8.96M	Buy	401,197 +8,170	+2%	+$186K	0.75%	39
2021 Q2	$9.18M	Buy	393,027 +45,042	+13%	+$1.05M	0.73%	41
2021 Q1	$7.84M	Buy	347,985 +106,039	+44%	+$2.38M	0.68%	39
2020 Q4	$5.12M	Buy	241,946 +2,331	+1%	+$45.1K	0.49%	62
2020 Q3	$4.21M	Buy	239,615 +115,190	+93%	+$2.11M	0.46%	66
2020 Q2	$2.15M	Buy	124,425 +52,745	+74%	+$882K	0.26%	98
2020 Q1	$1.11M	Buy	71,680 +14,815	+26%	+$292K	0.14%	152
2019 Q4	$1.27M	Buy	+56,865	New	+$1.2M	0.13%	164

Other funds holding PXH

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

AFS

Axiom Financial Strategies New Albany, Indiana $319M AUM 21.2% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JWWM

Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return

VFO

Virtus Family Office El Paso, Texas $126M AUM 23.36% 1-Year Est. Return

ALA

Atlas Legacy Advisors Los Angeles, California $678M AUM 28.61% 1-Year Est. Return

Rothschild Investment LLC's PXH Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Invesco FTSE RAFI Emerging Markets ETF (PXH) stake by 0.33% in Q2 2026, selling an estimated $16.1K and leaving 173,244 shares worth $4.83M. The position accounts for 0.18% of the portfolio, ranked #113.

Rothschild Investment LLC first reported a position in PXH in Q4 2019 and has held it in 27 quarters since. The position peaked at $9.41M in Q4 2021. 113 funds tracked by Wall St. Rank hold PXH as of Q2 2026.

Rothschild Investment LLC held 173,244 shares of Invesco FTSE RAFI Emerging Markets ETF worth $4.83M as of Q2 2026.
Rothschild Investment LLC sold 565 Invesco FTSE RAFI Emerging Markets ETF shares in Q2 2026, an estimated $16.1K.
Invesco FTSE RAFI Emerging Markets ETF made up 0.18% of Rothschild Investment LLC's portfolio in Q2 2026, its #113 holding.
Rothschild Investment LLC first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q4 2019 and has held it in 27 quarters since.
Rothschild Investment LLC's Invesco FTSE RAFI Emerging Markets ETF position peaked at $9.41M in Q4 2021.
113 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.