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Evolve Private Wealth’s PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF MFEM Stock Holding History

Evolve Private Wealth’s Portfolio MFEM Stock Details MFEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.5M Buy
584,957
+23,265
+4% +$652K 1.01% 17
2026
Q1 		$14.1M Buy
561,692
+11,622
+2% +$296K 0.75% 20
2025
Q4 		$12.8M Buy
+550,070
New +$12.5M 0.76% 21

Other funds holding MFEM

SC
Schiavi & Co Wilmington, Delaware $378M AUM 16.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
DC
Dahring Cusmano Novi, Michigan $190M AUM 18.47% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

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

Evolve Private Wealth increased its PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF (MFEM) stake by 4.1% in Q2 2026, buying an estimated $652K and bringing the position to 584,957 shares worth $16.5M. The position accounts for 1.01% of the portfolio, ranked #17.

Evolve Private Wealth first reported a position in MFEM in Q4 2025 and has held it in 3 quarters since. 39 funds tracked by Wall St. Rank hold MFEM as of Q2 2026.

  • Evolve Private Wealth held 584,957 shares of PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF worth $16.5M as of Q2 2026.
  • Evolve Private Wealth bought 23,265 PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF shares in Q2 2026, an estimated $652K.
  • PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF made up 1.01% of Evolve Private Wealth's portfolio in Q2 2026, its #17 holding.
  • Evolve Private Wealth first reported a position in PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 39 funds tracked by Wall St. Rank held PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF as of Q2 2026.

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