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Blue Trust Inc’s PIMCO RAFI Dynamic Multi-Factor US Equity ETF MFUS Stock Holding History

Blue Trust Inc’s Portfolio MFUS Stock Details MFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-35
Closed -$2.04K – 2582
2026
Q1 		$2.04K Buy
+35
New +$2.07K ﹤0.01% 2137

Other funds holding MFUS

SC
Schiavi & Co Wilmington, Delaware $378M AUM 16.22% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
BEAM
Baker Ellis Asset Management Vancouver, Washington $964M AUM 39.24% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SWM
SFG Wealth Management Towson, Maryland $278M AUM 29.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Blue Trust Inc's MFUS Position: Q2 2026 in Review

Blue Trust Inc sold out of PIMCO RAFI Dynamic Multi-Factor US Equity ETF (MFUS) in Q2 2026, closing a stake of 35 shares — an estimated $2.04K sold.

Blue Trust Inc first reported a position in MFUS in Q1 2026 and held it in 1 quarter. The position peaked at $2.04K in Q1 2026. 26 funds tracked by Wall St. Rank hold MFUS as of Q2 2026.

  • Blue Trust Inc reported no remaining PIMCO RAFI Dynamic Multi-Factor US Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Blue Trust Inc sold 35 PIMCO RAFI Dynamic Multi-Factor US Equity ETF shares in Q2 2026, an estimated $2.04K.
  • Blue Trust Inc first reported a position in PIMCO RAFI Dynamic Multi-Factor US Equity ETF in Q1 2026 and held it in 1 quarter.
  • Blue Trust Inc's PIMCO RAFI Dynamic Multi-Factor US Equity ETF position peaked at $2.04K in Q1 2026.
  • 26 funds tracked by Wall St. Rank held PIMCO RAFI Dynamic Multi-Factor US Equity ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.