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

Mercer Global 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
2026 Q2	$3.52M	Buy	63,128 +5,173	+9%	+$263K	﹤0.01%	1043
2026 Q1	$2.66M	Sell	57,955 -86,537	-60%	-$4.12M	﹤0.01%	1054
2025 Q4	$6.63M	Sell	144,492 -4,052	-3%	-$185K	0.01%	621
2025 Q3	$6.75M	Buy	148,544 +3,101	+2%	+$135K	0.01%	573
2025 Q2	$5.92M	Sell	145,443 -5,587	-4%	-$213K	0.01%	525
2025 Q1	$5.72M	Sell	151,030 -1,303	-0.9%	-$53.4K	0.01%	508
2024 Q4	$6.34M	Sell	152,333 -22,320	-13%	-$956K	0.02%	484
2024 Q3	$7.18M	Buy	174,653 +242	+0.1%	+$9.7K	0.02%	405
2024 Q2	$6.65M	Sell	174,411 -3,200	-2%	-$122K	0.02%	386
2024 Q1	$6.98M	Buy	177,611 +45,221	+34%	+$1.68M	0.02%	383
2023 Q4	$4.96M	Sell	132,390 -2,324	-2%	-$77.9K	0.01%	475
2023 Q3	$4.44M	Sell	134,714 -394,311	-75%	-$13.7M	0.02%	464
2023 Q2	$3.64M	Buy	529,025 +425,065	+409%	+$13.9M	0.01%	537
2023 Q1	$3.42M	Sell	103,960 -7,395	-7%	-$249K	0.02%	528
2022 Q4	$3.53M	Sell	111,355 -960	-0.9%	-$30.8K	0.02%	520
2022 Q3	$3.27M	Sell	112,315 -4,035	-3%	-$131K	0.02%	500
2022 Q2	$3.57M	Sell	116,350 -1,175	-1%	-$39.1K	0.02%	463
2022 Q1	$4.29M	Sell	117,525 -930	-0.8%	-$33.8K	0.03%	426
2021 Q4	$4.54M	Buy	118,455 +800	+0.7%	+$30.5K	0.03%	401
2021 Q3	$4.29M	Sell	117,655 -285	-0.2%	-$10.4K	0.03%	388
2021 Q2	$4.41M	Sell	117,940 -3,330	-3%	-$122K	0.03%	348
2021 Q1	$4.28M	Buy	121,270 +111,425	+1,132%	+$3.8M	0.04%	327
2020 Q4	$297K	Buy	9,845 +660	+7%	+$17.9K	﹤0.01%	1071
2020 Q3	$215K	Buy	+9,185	New	+$217K	﹤0.01%	1091

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

Mercer Global Advisors's PRFZ Position: Q2 2026 in Review

Mercer Global Advisors increased its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 8.9% in Q2 2026, buying an estimated $263K and bringing the position to 63,128 shares worth $3.52M. The position accounts for ﹤0.01% of the portfolio, ranked #1043.

Mercer Global Advisors first reported a position in PRFZ in Q3 2020 and has held it in 24 quarters since. The position peaked at $7.18M in Q3 2024. 360 funds tracked by Wall St. Rank hold PRFZ as of Q2 2026.

Mercer Global Advisors held 63,128 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $3.52M as of Q2 2026.
Mercer Global Advisors bought 5,173 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2026, an estimated $263K.
Invesco FTSE RAFI US 1500 Small-Mid ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1043 holding.
Mercer Global Advisors first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q3 2020 and has held it in 24 quarters since.
Mercer Global Advisors's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $7.18M in Q3 2024.
360 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.