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 Q2	–	Sell	-26,947	Closed	-$1.07M	–	156
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 $378M AUM 16.22% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWM

Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return

IFC Advisors Los Angeles, California $788M AUM 19.88% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BKM Wealth Management's MFDX Position: Q2 2026 in Review

BKM Wealth Management sold out of PIMCO RAFI Multi-Factor International Equity ETF (MFDX) in Q2 2026, closing a stake of 26,947 shares — an estimated $1.07M sold.

BKM Wealth Management first reported a position in MFDX in Q4 2023 and held it in 10 quarters. The position peaked at $1.07M in Q1 2026. 59 funds tracked by Wall St. Rank hold MFDX as of Q2 2026.

BKM Wealth Management reported no remaining PIMCO RAFI Multi-Factor International Equity ETF position as of Q2 2026 after selling out during the quarter.
BKM Wealth Management sold 26,947 PIMCO RAFI Multi-Factor International Equity ETF shares in Q2 2026, an estimated $1.07M.
BKM Wealth Management first reported a position in PIMCO RAFI Multi-Factor International Equity ETF in Q4 2023 and held it in 10 quarters.
BKM Wealth Management's PIMCO RAFI Multi-Factor International Equity ETF position peaked at $1.07M in Q1 2026.
59 funds tracked by Wall St. Rank held PIMCO RAFI Multi-Factor International Equity ETF as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.