Hirtle Callaghan & Co’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Hirtle Callaghan & Co’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 Q2	$225K	Buy	+4,042	New	+$206K	0.01%	124

Other funds holding PRFZ

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AIA

Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SFGP

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

Hirtle Callaghan & Co's PRFZ Position: Q2 2026 in Review

Hirtle Callaghan & Co opened a new position in Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q2 2026: 4,042 shares worth $225K. The stake represents 0.01% of the portfolio and ranks #124 among its holdings.

360 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

Hirtle Callaghan & Co held 4,042 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $225K as of Q2 2026.
Invesco FTSE RAFI US 1500 Small-Mid ETF was a new Hirtle Callaghan & Co position in Q2 2026.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.01% of Hirtle Callaghan & Co's portfolio in Q2 2026, its #124 holding.
360 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on Hirtle Callaghan & Co's 13F filing for Q2 2026, filed 14 Aug 2026.