Envestnet Asset Management
RAFE icon

Envestnet Asset Management’s PIMCO RAFI ESG US ETF RAFE Stock Holding History

Envestnet Asset Management’s Portfolio RAFE Stock Details RAFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-5,110
Closed -$213K – 4930
2026
Q1 		$213K Buy
5,110
+21
+0.4% +$896 ﹤0.01% 4484
2025
Q4 		$214K Buy
+5,089
New +$210K ﹤0.01% 4232

Other funds holding RAFE

SIP
Sellwood Investment Partners Portland, Oregon $284M AUM 15.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
BGAI
Bruce G. Allen Investments Denver, Colorado $157M AUM 28.14% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Envestnet Asset Management's RAFE Position: Q2 2026 in Review

Envestnet Asset Management sold out of PIMCO RAFI ESG US ETF (RAFE) in Q2 2026, closing a stake of 5,110 shares — an estimated $213K sold.

Envestnet Asset Management first reported a position in RAFE in Q4 2025 and held it in 2 quarters. The position peaked at $214K in Q4 2025. 24 funds tracked by Wall St. Rank hold RAFE as of Q2 2026.

  • Envestnet Asset Management reported no remaining PIMCO RAFI ESG US ETF position as of Q2 2026 after selling out during the quarter.
  • Envestnet Asset Management sold 5,110 PIMCO RAFI ESG US ETF shares in Q2 2026, an estimated $213K.
  • Envestnet Asset Management first reported a position in PIMCO RAFI ESG US ETF in Q4 2025 and held it in 2 quarters.
  • Envestnet Asset Management's PIMCO RAFI ESG US ETF position peaked at $214K in Q4 2025.
  • 24 funds tracked by Wall St. Rank held PIMCO RAFI ESG US ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.