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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
Q2 		$4.34M Hold
104,286
– – 0.27% 67
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 $378M AUM 16.22% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return
IA
IFC Advisors Los Angeles, California $788M AUM 19.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Evolve Private Wealth's MFDX Position: Q2 2026 in Review

Evolve Private Wealth held its PIMCO RAFI Multi-Factor International Equity ETF (MFDX) position steady in Q2 2026 at 104,286 shares worth $4.34M. The position accounts for 0.27% of the portfolio, ranked #67.

Evolve Private Wealth first reported a position in MFDX in Q4 2025 and has held it in 3 quarters since. 59 funds tracked by Wall St. Rank hold MFDX as of Q2 2026.

  • Evolve Private Wealth held 104,286 shares of PIMCO RAFI Multi-Factor International Equity ETF worth $4.34M as of Q2 2026.
  • Evolve Private Wealth left its PIMCO RAFI Multi-Factor International Equity ETF share count unchanged in Q2 2026.
  • PIMCO RAFI Multi-Factor International Equity ETF made up 0.27% of Evolve Private Wealth's portfolio in Q2 2026, its #67 holding.
  • Evolve Private Wealth first reported a position in PIMCO RAFI Multi-Factor International Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 59 funds tracked by Wall St. Rank held PIMCO RAFI Multi-Factor International Equity ETF as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.