BKM Wealth Management’s PIMCO RAFI Multi-Factor International Equity ETF MFDX Stock Holding History

BKM Wealth Management’s Portfolio MFDX Stock Details MFDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.07M	Buy	26,947 +706	+3%	+$28.7K	0.39%	71
2025 Q4	$1.01M	Buy	26,241 +926	+4%	+$34.8K	0.37%	73
2025 Q3	$941K	Sell	25,315 -108	-0.4%	-$3.92K	0.35%	73
2025 Q2	$914K	Sell	25,423 -852	-3%	-$28.7K	0.36%	73
2025 Q1	$840K	Buy	26,275 +2,719	+12%	+$85.2K	0.35%	75
2024 Q4	$696K	Buy	23,556 +1,688	+8%	+$51.9K	0.29%	85
2024 Q3	$711K	Buy	21,868 +4,836	+28%	+$150K	0.29%	87
2024 Q2	$515K	Buy	17,032 +5,297	+45%	+$161K	0.25%	105
2024 Q1	$360K	Sell	11,735 -728	-6%	-$21.4K	0.15%	124
2023 Q4	$364K	Buy	+12,463	New	+$341K	0.16%	115

Other funds holding MFDX

Schiavi & Co Wilmington, Delaware $337M AUM 16.69% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $803M AUM 16.89% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AWM

Austin Wealth Management Austin, Texas $440M AUM 17.66% 1-Year Est. Return

IFC Advisors Los Angeles, California $699M AUM 17.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

EPW

Evolve Private Wealth Los Angeles, California $1.87B AUM

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

BKM Wealth Management's MFDX Position: Q1 2026 in Review

BKM Wealth Management increased its PIMCO RAFI Multi-Factor International Equity ETF (MFDX) stake by 2.7% in Q1 2026, buying an estimated $28.7K and bringing the position to 26,947 shares worth $1.07M. The position accounts for 0.39% of the portfolio, ranked #71.

BKM Wealth Management first reported a position in MFDX in Q4 2023 and has held it in 10 quarters since. 60 funds tracked by Wall St. Rank hold MFDX as of Q1 2026.

BKM Wealth Management held 26,947 shares of PIMCO RAFI Multi-Factor International Equity ETF worth $1.07M as of Q1 2026.
BKM Wealth Management bought 706 PIMCO RAFI Multi-Factor International Equity ETF shares in Q1 2026, an estimated $28.7K.
PIMCO RAFI Multi-Factor International Equity ETF made up 0.39% of BKM Wealth Management's portfolio in Q1 2026, its #71 holding.
BKM Wealth Management first reported a position in PIMCO RAFI Multi-Factor International Equity ETF in Q4 2023 and has held it in 10 quarters since.
60 funds tracked by Wall St. Rank held PIMCO RAFI Multi-Factor International Equity ETF as of Q1 2026.

Based on BKM Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.