Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s PIMCO RAFI ESG US ETF RAFE Stock Holding History

Envestnet Portfolio Solutions’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 		$6.61M Buy
138,093
+36,618
+36% +$1.66M 0.03% 276
2026
Q1 		$4.22M Buy
101,475
+1,273
+1% +$54.3K 0.02% 312
2025
Q4 		$4.21M Buy
+100,202
New +$4.14M 0.01% 393

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
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
FZCM
Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 1-Year Est. Return

Envestnet Portfolio Solutions's RAFE Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its PIMCO RAFI ESG US ETF (RAFE) stake by 36% in Q2 2026, buying an estimated $1.66M and bringing the position to 138,093 shares worth $6.61M. The position accounts for 0.03% of the portfolio, ranked #276.

Envestnet Portfolio Solutions first reported a position in RAFE in Q4 2025 and has held it in 3 quarters since. 24 funds tracked by Wall St. Rank hold RAFE as of Q2 2026.

  • Envestnet Portfolio Solutions held 138,093 shares of PIMCO RAFI ESG US ETF worth $6.61M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 36,618 PIMCO RAFI ESG US ETF shares in Q2 2026, an estimated $1.66M.
  • PIMCO RAFI ESG US ETF made up 0.03% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #276 holding.
  • Envestnet Portfolio Solutions first reported a position in PIMCO RAFI ESG US ETF in Q4 2025 and has held it in 3 quarters since.
  • 24 funds tracked by Wall St. Rank held PIMCO RAFI ESG US ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.