MFEM β€” PIMCO EQUITY SER

Ownership history in EVOLVE PRIVATE WEALTH, LLC  Β·  1 quarter on record

This page tracks every 13F SEC filing in which EVOLVE PRIVATE WEALTH, LLC reported a position in PIMCO EQUITY SER (MFEM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.76% (2025 Q4)
πŸ“Š Avg. % of fund
0.76%
πŸ“… First filed
2025 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
1
% of Fund (quarterly)    MFEM price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 550,070 β€” β€” 0.76% $12.8M $23.12

🏒 Other funds also holding MFEM

As of 2025 Q4 β€” sorted by position size

Schiavi & Co LLC 3Y 6.59% INTEGRATED CAPITAL MANAGEMENT, INC. 3Y 7Y 3.7% Williams & Novak, LLC 2.51% Austin Wealth Management, LLC 1.08% ALTFEST L J & CO INC 3Y 7Y 0.55% Walkner Condon Financial Advisors LLC 3Y 0.19% PARK AVENUE SECURITIES LLC 3Y 7Y 0.13% FLOW TRADERS U.S. LLC 3Y 7Y 0.09% OLD MISSION CAPITAL LLC 3Y 7Y 0.02% Orion Porfolio Solutions, LLC 3Y 7Y 0.02%
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