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
2025 Q2	$1.42M	Hold
2025 Q1	$1.33M	Hold
2024 Q4	$1.46M	Hold
2024 Q3	$1.46M	Hold
2024 Q2	$1.34M	Sell
2024 Q1	$1.49M	Hold
2023 Q4	$1.42M	Hold
2023 Q3	$1.25M	Hold
2023 Q2	$1.3M	Hold
2023 Q1	$1.25M	Sell
2022 Q4	$1.2M	Buy
2022 Q3	$1.09M	Hold
2022 Q2	$1.15M	Hold
2022 Q1	$1.37M	Sell
2021 Q4	$1.5M	Hold
2021 Q3	$1.43M	Hold
2021 Q2	$1.47M	Hold
2021 Q1	$1.39M	Hold
2020 Q4	$1.19M	Sell
2020 Q3	$985K	Sell
2020 Q2	$1.14M	Sell
2020 Q1	$922K	Buy
2019 Q4	$1.4M	Buy
2019 Q3	$1.21M	Sell
2019 Q2	$1.23M	Hold
2019 Q1	$1.23M	Buy
2018 Q4	$544K	Hold
2018 Q3	$681K	Hold
2018 Q2	$666K	Hold
2018 Q1	$617K	Sell
2017 Q4	$632K	Sell
2017 Q3	$612K	Sell
2017 Q2	$618K	Hold
2017 Q1	$608K	Sell
2016 Q4	$614K	Hold
2016 Q3	$561K	Hold
2016 Q2	$518K	Sell
2016 Q1	$536K	Buy
2015 Q4	$500K	Hold
2015 Q3	$487K	Sell
2015 Q2	$559K	Hold
2015 Q1	$560K	Buy
2014 Q4	–	Sell
2014 Q3	$454K	Hold
2014 Q2	$485K	Hold
2014 Q1	$480K	Hold
2013 Q4	$473K	Hold
2013 Q3	$432K	Hold
2013 Q2	$389K	Buy