Evercore Wealth Management’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Evercore Wealth Management’s Portfolio PRF Stock Details PRF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$836K	Hold	15,473	–	–	0.01%	236
2026 Q1	$735K	Hold	15,473	–	–	0.01%	242
2025 Q4	$726K	Hold	15,473	–	–	0.01%	249
2025 Q3	$700K	Sell	15,473 -4,185	-21%	-$183K	0.01%	254
2025 Q2	$831K	Hold	19,658	–	–	0.01%	226
2025 Q1	$794K	Sell	19,658 -246	-1%	-$10.1K	0.01%	238
2024 Q4	$803K	Hold	19,904	–	–	0.01%	230
2024 Q3	$809K	Hold	19,904	–	–	0.01%	235
2024 Q2	$755K	Hold	19,904	–	–	0.01%	238
2024 Q1	$766K	Hold	19,904	–	–	0.01%	239
2023 Q4	$701K	Sell	19,904 -476	-2%	-$15.6K	0.01%	250
2023 Q3	$648K	Sell	20,380 -7,655	-27%	-$253K	0.01%	241
2023 Q2	$918K	Hold	28,035	–	–	0.02%	223
2023 Q1	$879K	Buy	28,035 +780	+3%	+$24.7K	0.02%	224
2022 Q4	$846K	Hold	27,255	–	–	0.02%	224
2022 Q3	$756K	Hold	27,255	–	–	0.02%	221
2022 Q2	$808K	Hold	27,255	–	–	0.02%	223
2022 Q1	$931K	Sell	27,255 -925	-3%	-$31.3K	0.02%	231
2021 Q4	$968K	Sell	28,180 -1,385	-5%	-$46.3K	0.02%	226
2021 Q3	$936K	Hold	29,565	–	–	0.02%	227
2021 Q2	$948K	Hold	29,565	–	–	0.02%	231
2021 Q1	$897K	Sell	29,565 -4,205	-12%	-$121K	0.02%	235
2020 Q4	$900K	Hold	33,770	–	–	0.02%	227
2020 Q3	$769K	Hold	33,770	–	–	0.02%	225
2020 Q2	$732K	Hold	33,770	–	–	0.02%	228
2020 Q1	$624K	Hold	33,770	–	–	0.02%	220
2019 Q4	$856K	Hold	33,770	–	–	0.02%	222
2019 Q3	$796K	Hold	33,770	–	–	0.02%	231
2019 Q2	$788K	Sell	33,770 -6,755	-17%	-$155K	0.02%	230
2019 Q1	$919K	Hold	40,525	–	–	0.03%	205
2018 Q4	$823K	Hold	40,525	–	–	0.03%	198
2018 Q3	$963K	Sell	40,525 -2,665	-6%	-$62.5K	0.03%	204
2018 Q2	$973K	Buy	43,190 +13,625	+46%	+$307K	0.03%	202
2018 Q1	$651K	Sell	29,565 -75	-0.3%	-$1.72K	0.02%	219
2017 Q4	$673K	Hold	29,640	–	–	0.03%	226
2017 Q3	$635K	Hold	29,640	–	–	0.02%	225
2017 Q2	$613K	Sell	29,640 -5	-0%	-$103	0.02%	232
2017 Q1	$608K	Sell	29,645 -3,745	-11%	-$76.4K	0.02%	240
2016 Q4	$665K	Sell	33,390 -2,605	-7%	-$50K	0.03%	226
2016 Q3	$674K	Buy	35,995 +5,605	+18%	+$104K	0.03%	215
2016 Q2	$550K	Hold	30,390	–	–	0.02%	231
2016 Q1	$536K	Hold	30,390	–	–	0.02%	229
2015 Q4	$528K	Hold	30,390	–	–	0.02%	248
2015 Q3	$503K	Sell	30,390 -750	-2%	-$13.2K	0.02%	254
2015 Q2	$565K	Buy	31,140 +5,250	+20%	+$97.5K	0.03%	255
2015 Q1	$472K	Buy	+25,890	New	+$472K	0.02%	285
2014 Q4	–	Sell	-25,895	Closed	-$457K	–	956
2014 Q3	$457K	Hold	25,895	–	–	0.02%	272
2014 Q2	$457K	Hold	25,895	–	–	0.02%	279
2014 Q1	$439K	Hold	25,895	–	–	0.02%	273
2013 Q4	$429K	Hold	25,895	–	–	0.02%	279
2013 Q3	$392K	Hold	25,895	–	–	0.02%	309
2013 Q2	$372K	Buy	+25,895	New	+$373K	0.02%	321

Other funds holding PRF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Evercore Wealth Management's PRF Position: Q2 2026 in Review

Evercore Wealth Management held its Invesco FTSE RAFI US 1000 ETF (PRF) position steady in Q2 2026 at 15,473 shares worth $836K. The position accounts for 0.01% of the portfolio, ranked #236.

Evercore Wealth Management first reported a position in PRF in Q2 2013 and has held it in 52 quarters since. The position peaked at $973K in Q2 2018. 586 funds tracked by Wall St. Rank hold PRF as of Q2 2026.

Evercore Wealth Management held 15,473 shares of Invesco FTSE RAFI US 1000 ETF worth $836K as of Q2 2026.
Evercore Wealth Management left its Invesco FTSE RAFI US 1000 ETF share count unchanged in Q2 2026.
Invesco FTSE RAFI US 1000 ETF made up 0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #236 holding.
Evercore Wealth Management first reported a position in Invesco FTSE RAFI US 1000 ETF in Q2 2013 and has held it in 52 quarters since.
Evercore Wealth Management's Invesco FTSE RAFI US 1000 ETF position peaked at $973K in Q2 2018.
586 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.