Balanced Rock Investment Advisors’s PIMCO RAFI ESG US ETF RAFE Stock Holding History

Balanced Rock Investment Advisors’s Portfolio RAFE Stock Details RAFE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$5.75M	Buy
2025 Q1	$4.01M	Sell
2024 Q4	$4.03M	Sell
2024 Q3	$4.15M	Buy
2024 Q2	$3.88M	Buy
2024 Q1	$3.7M	Sell
2023 Q4	$3.46M	Buy