BWM
BKM Wealth Management’s PIMCO RAFI Multi-Factor International Equity ETF MFDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $914K | Sell |
25,423
-852
| -3% | -$30.6K | 0.36% | 73 |
|
|
2025
Q1 | $840K | Buy |
26,275
+2,719
| +12% | +$86.9K | 0.35% | 75 |
|
|
2024
Q4 | $696K | Buy |
23,556
+1,688
| +8% | +$49.9K | 0.29% | 85 |
|
|
2024
Q3 | $711K | Buy |
21,868
+4,836
| +28% | +$157K | 0.29% | 87 |
|
|
2024
Q2 | $515K | Buy |
17,032
+5,297
| +45% | +$160K | 0.25% | 105 |
|
|
2024
Q1 | $360K | Sell |
11,735
-728
| -6% | -$22.4K | 0.15% | 124 |
|
|
2023
Q4 | $364K | Buy |
+12,463
| New | +$364K | 0.16% | 115 |
|