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Efficient Frontier Advisors’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Efficient Frontier Advisors’s Portfolio PRFZ Stock Details PRFZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$328K Buy
7,762
+20
+0.3% +$763 0.21% 16
2025
Q1 		$313K Buy
7,742
+9
+0.1% +$369 0.2% 15
2024
Q4 		$312K Buy
7,733
+42
+0.5% +$1.8K 0.21% 13
2024
Q3 		$312K Buy
7,691
+25
+0.3% +$1K 0.2% 13
2024
Q2 		$291K Buy
7,666
+31
+0.4% +$1.18K 0.21% 12
2024
Q1 		$294K Buy
7,635
+17
+0.2% +$633 0.23% 9
2023
Q4 		$268K Buy
+7,618
New +$255K 0.23% 9

Other funds holding PRFZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $768M AUM 14.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Efficient Frontier Advisors's PRFZ Position: Q2 2025 in Review

Efficient Frontier Advisors increased its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 0.26% in Q2 2025, buying an estimated $763 and bringing the position to 7,762 shares worth $328K. The position accounts for 0.21% of the portfolio, ranked #16.

Efficient Frontier Advisors first reported a position in PRFZ in Q4 2023 and has held it in 7 quarters since. 285 funds tracked by Wall St. Rank hold PRFZ as of Q2 2025.

  • Efficient Frontier Advisors held 7,762 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $328K as of Q2 2025.
  • Efficient Frontier Advisors bought 20 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2025, an estimated $763.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.21% of Efficient Frontier Advisors's portfolio in Q2 2025, its #16 holding.
  • Efficient Frontier Advisors first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2023 and has held it in 7 quarters since.
  • 285 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2025.

Based on Efficient Frontier Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.