Envestnet Asset Management

Envestnet Asset Management’s Rockefeller U.S. Small-Mid Cap ETF RSMC Stock Holding History

Envestnet Asset Management’s Portfolio RSMC Stock Details RSMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$26.7M	Sell
2025 Q2	$26.7M	Sell
2025 Q1	$24.4M	Buy
2024 Q4	$25.9M	Buy