Evercore Wealth Management’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Evercore Wealth Management’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
2026 Q1	$1.43M	Hold	31,160	–	–	0.02%	186
2025 Q4	$1.43M	Hold	31,160	–	–	0.02%	190
2025 Q3	$1.42M	Sell	31,160 -3,860	-11%	-$167K	0.02%	192
2025 Q2	$1.42M	Hold	35,020	–	–	0.02%	186
2025 Q1	$1.33M	Hold	35,020	–	–	0.02%	199
2024 Q4	$1.46M	Hold	35,020	–	–	0.02%	184
2024 Q3	$1.46M	Hold	35,020	–	–	0.02%	188
2024 Q2	$1.34M	Sell	35,020 -2,890	-8%	-$110K	0.02%	195
2024 Q1	$1.49M	Hold	37,910	–	–	0.02%	188
2023 Q4	$1.42M	Hold	37,910	–	–	0.02%	185
2023 Q3	$1.25M	Hold	37,910	–	–	0.02%	189
2023 Q2	$1.3M	Hold	37,910	–	–	0.02%	191
2023 Q1	$1.25M	Sell	37,910 -20	-0.1%	-$673	0.02%	192
2022 Q4	$1.2M	Buy	37,930 +340	+0.9%	+$10.9K	0.03%	193
2022 Q3	$1.09M	Hold	37,590	–	–	0.02%	192
2022 Q2	$1.15M	Hold	37,590	–	–	0.02%	195
2022 Q1	$1.37M	Sell	37,590 -1,675	-4%	-$60.8K	0.02%	193
2021 Q4	$1.5M	Hold	39,265	–	–	0.02%	185
2021 Q3	$1.43M	Hold	39,265	–	–	0.03%	188
2021 Q2	$1.47M	Hold	39,265	–	–	0.03%	191
2021 Q1	$1.39M	Hold	39,265	–	–	0.03%	195
2020 Q4	$1.19M	Sell	39,265 -2,775	-7%	-$75.3K	0.03%	195
2020 Q3	$985K	Sell	42,040 -9,165	-18%	-$217K	0.02%	196
2020 Q2	$1.14M	Sell	51,205 -335	-0.6%	-$6.88K	0.03%	182
2020 Q1	$922K	Buy	51,540 +335	+0.7%	+$8.1K	0.03%	187
2019 Q4	$1.4M	Buy	51,205 +3,415	+7%	+$90K	0.04%	182
2019 Q3	$1.21M	Sell	47,790 -205	-0.4%	-$5.17K	0.04%	184
2019 Q2	$1.23M	Hold	47,995	–	–	0.04%	187
2019 Q1	$1.23M	Buy	47,995 +24,060	+101%	+$609K	0.04%	178
2018 Q4	$544K	Hold	23,935	–	–	0.02%	247
2018 Q3	$681K	Hold	23,935	–	–	0.02%	243
2018 Q2	$666K	Hold	23,935	–	–	0.02%	243
2018 Q1	$617K	Sell	23,935 -400	-2%	-$10.5K	0.02%	221
2017 Q4	$632K	Sell	24,335 -75	-0.3%	-$1.92K	0.02%	231
2017 Q3	$612K	Sell	24,410 -1,715	-7%	-$40.8K	0.02%	229
2017 Q2	$618K	Hold	26,125	–	–	0.02%	229
2017 Q1	$608K	Sell	26,125 -500	-2%	-$11.6K	0.02%	241
2016 Q4	$614K	Hold	26,625	–	–	0.03%	235
2016 Q3	$561K	Hold	26,625	–	–	0.02%	239
2016 Q2	$518K	Sell	26,625 -1,800	-6%	-$34.7K	0.02%	238
2016 Q1	$536K	Buy	28,425 +1,800	+7%	+$31.6K	0.02%	230
2015 Q4	$500K	Hold	26,625	–	–	0.02%	255
2015 Q3	$487K	Sell	26,625 -300	-1%	-$5.89K	0.02%	257
2015 Q2	$559K	Hold	26,925	–	–	0.03%	257
2015 Q1	$560K	Buy	+26,925	New	+$544K	0.03%	257
2014 Q4	–	Sell	-24,130	Closed	-$454K	–	957
2014 Q3	$454K	Hold	24,130	–	–	0.02%	276
2014 Q2	$485K	Hold	24,130	–	–	0.03%	270
2014 Q1	$480K	Hold	24,130	–	–	0.03%	262
2013 Q4	$473K	Hold	24,130	–	–	0.03%	266
2013 Q3	$432K	Hold	24,130	–	–	0.02%	294
2013 Q2	$389K	Buy	+24,130	New	+$384K	0.02%	313

Other funds holding PRFZ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AIA

Arbor Investment Advisors Winston Salem, North Carolina $768M AUM 14.21% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Evercore Wealth Management's PRFZ Position: Q1 2026 in Review

Evercore Wealth Management held its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) position steady in Q1 2026 at 31,160 shares worth $1.43M. The position accounts for 0.02% of the portfolio, ranked #186.

Evercore Wealth Management first reported a position in PRFZ in Q2 2013 and has held it in 51 quarters since. The position peaked at $1.5M in Q4 2021. 319 funds tracked by Wall St. Rank hold PRFZ as of Q1 2026.

Evercore Wealth Management held 31,160 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $1.43M as of Q1 2026.
Evercore Wealth Management left its Invesco FTSE RAFI US 1500 Small-Mid ETF share count unchanged in Q1 2026.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.02% of Evercore Wealth Management's portfolio in Q1 2026, its #186 holding.
Evercore Wealth Management first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q2 2013 and has held it in 51 quarters since.
Evercore Wealth Management's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $1.5M in Q4 2021.
319 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.