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Steward Partners Investment Advisory’s PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF MFEM Stock Holding History

Steward Partners Investment Advisory’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
2025
Q4 		– Sell
-814
Closed -$18.3K – 4417
2025
Q3 		$18.3K Hold
814
– – ﹤0.01% 3131
2025
Q2 		$17.2K Sell
814
-556
-41% -$10.9K ﹤0.01% 2980
2025
Q1 		$26.1K Sell
1,370
-2,154
-61% -$41.1K ﹤0.01% 2680
2024
Q4 		$67K Sell
3,524
-1,600
-31% -$32K ﹤0.01% 2183
2024
Q3 		$109K Sell
5,124
-221
-4% -$4.46K ﹤0.01% 1831
2024
Q2 		$109K Sell
5,345
-285
-5% -$5.7K ﹤0.01% 1736
2024
Q1 		$110K Sell
5,630
-732
-12% -$14K ﹤0.01% 1717
2023
Q4 		$122K Buy
+6,362
New +$115K ﹤0.01% 1591

Other funds holding MFEM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
Schiavi & Co Wilmington, Delaware $337M AUM 16.69% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
EPW
Evolve Private Wealth Los Angeles, California $1.87B AUM
AWM
Austin Wealth Management Austin, Texas $440M AUM 17.66% 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 $935M AUM 27.19% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Steward Partners Investment Advisory's MFEM Position: Q4 2025 in Review

Steward Partners Investment Advisory sold out of PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF (MFEM) in Q4 2025, closing a stake of 814 shares — an estimated $18.3K sold.

Steward Partners Investment Advisory first reported a position in MFEM in Q4 2023 and held it in 8 quarters. The position peaked at $122K in Q4 2023. 34 funds tracked by Wall St. Rank hold MFEM as of Q4 2025.

  • Steward Partners Investment Advisory reported no remaining PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 814 PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF shares in Q4 2025, an estimated $18.3K.
  • Steward Partners Investment Advisory first reported a position in PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF in Q4 2023 and held it in 8 quarters.
  • Steward Partners Investment Advisory's PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF position peaked at $122K in Q4 2023.
  • 34 funds tracked by Wall St. Rank held PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF as of Q4 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2025, filed 12 Feb 2026.