Envestnet Asset Management
RGEF

Envestnet Asset Management’s Rockefeller Global Equity ETF RGEF Stock Holding History

Envestnet Asset Management’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 		$789K Buy
+22,549
New +$755K ﹤0.01% 3772

Other funds holding RGEF

KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Envestnet Asset Management opened a new position in Rockefeller Global Equity ETF (RGEF) in Q2 2026: 22,549 shares worth $789K. The stake represents ﹤0.01% of the portfolio and ranks #3772 among its holdings.

3 funds tracked by Wall St. Rank hold RGEF as of Q2 2026.

  • Envestnet Asset Management held 22,549 shares of Rockefeller Global Equity ETF worth $789K as of Q2 2026.
  • Rockefeller Global Equity ETF was a new Envestnet Asset Management position in Q2 2026.
  • Rockefeller Global Equity ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3772 holding.
  • 3 funds tracked by Wall St. Rank held Rockefeller Global Equity ETF as of Q2 2026.

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