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Evolve Private Wealth’s PIMCO RAFI Multi-Factor International Equity ETF MFDX Stock Holding History

Evolve Private Wealth’s Portfolio MFDX Stock Details MFDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.15M Sell
104,286
-3,038
-3% -$123K 0.22% 75
2025
Q4 		$4.16M Buy
+107,324
New +$4.03M 0.25% 70

Other funds holding MFDX

SC
Schiavi & Co Wilmington, Delaware $337M AUM 16.69% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $803M AUM 16.89% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $440M AUM 17.66% 1-Year Est. Return
IA
IFC Advisors Los Angeles, California $699M AUM 17.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Evolve Private Wealth's MFDX Position: Q1 2026 in Review

Evolve Private Wealth reduced its PIMCO RAFI Multi-Factor International Equity ETF (MFDX) stake by 2.8% in Q1 2026, selling an estimated $123K and leaving 104,286 shares worth $4.15M. The position accounts for 0.22% of the portfolio, ranked #75.

Evolve Private Wealth first reported a position in MFDX in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.16M in Q4 2025. 60 funds tracked by Wall St. Rank hold MFDX as of Q1 2026.

  • Evolve Private Wealth held 104,286 shares of PIMCO RAFI Multi-Factor International Equity ETF worth $4.15M as of Q1 2026.
  • Evolve Private Wealth sold 3,038 PIMCO RAFI Multi-Factor International Equity ETF shares in Q1 2026, an estimated $123K.
  • PIMCO RAFI Multi-Factor International Equity ETF made up 0.22% of Evolve Private Wealth's portfolio in Q1 2026, its #75 holding.
  • Evolve Private Wealth first reported a position in PIMCO RAFI Multi-Factor International Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • Evolve Private Wealth's PIMCO RAFI Multi-Factor International Equity ETF position peaked at $4.16M in Q4 2025.
  • 60 funds tracked by Wall St. Rank held PIMCO RAFI Multi-Factor International Equity ETF as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.