CIA
RGEF

Choate Investment Advisors’s Rockefeller Global Equity ETF RGEF Stock Holding History

Choate Investment Advisors’s Portfolio RGEF Stock Details RGEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$280K Sell
8,001
-1,989
-20% -$66.6K ﹤0.01% 406
2026
Q1 		$300K Sell
9,990
-1,567
-14% -$49K 0.01% 376
2025
Q4 		$354K Hold
11,557
– – 0.01% 352
2025
Q3 		$340K Hold
11,557
– – 0.01% 341
2025
Q2 		$321K Hold
11,557
– – 0.01% 329
2025
Q1 		$293K Buy
+11,557
New +$298K 0.01% 329

Other funds holding RGEF

Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Choate Investment Advisors's RGEF Position: Q2 2026 in Review

Choate Investment Advisors reduced its Rockefeller Global Equity ETF (RGEF) stake by 20% in Q2 2026, selling an estimated $66.6K and leaving 8,001 shares worth $280K. The position accounts for ﹤0.01% of the portfolio, ranked #406.

Choate Investment Advisors first reported a position in RGEF in Q1 2025 and has held it in 6 quarters since. The position peaked at $354K in Q4 2025. 11 funds tracked by Wall St. Rank hold RGEF as of Q2 2026.

  • Choate Investment Advisors held 8,001 shares of Rockefeller Global Equity ETF worth $280K as of Q2 2026.
  • Choate Investment Advisors sold 1,989 Rockefeller Global Equity ETF shares in Q2 2026, an estimated $66.6K.
  • Rockefeller Global Equity ETF made up ﹤0.01% of Choate Investment Advisors's portfolio in Q2 2026, its #406 holding.
  • Choate Investment Advisors first reported a position in Rockefeller Global Equity ETF in Q1 2025 and has held it in 6 quarters since.
  • Choate Investment Advisors's Rockefeller Global Equity ETF position peaked at $354K in Q4 2025.
  • 11 funds tracked by Wall St. Rank held Rockefeller Global Equity ETF as of Q2 2026.

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