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Bruce G. Allen Investments’s PIMCO RAFI ESG US ETF RAFE Stock Holding History

Bruce G. Allen Investments’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
2026
Q2 		$1.79M Buy
37,314
+575
+2% +$26.1K 1.14% 13
2026
Q1 		$1.53M Sell
36,739
-1,326
-3% -$56.6K 1% 13
2025
Q4 		$1.6M Buy
38,065
+121
+0.3% +$5K 1.08% 12
2025
Q3 		$1.54M Buy
37,944
+147
+0.4% +$5.74K 1.11% 12
2025
Q2 		$1.44M Sell
37,797
-1,159
-3% -$41.4K 1.09% 12
2025
Q1 		$1.42M Buy
38,956
+169
+0.4% +$6.27K 1.12% 11
2024
Q4 		$1.41M Sell
38,787
-1,474
-4% -$54.9K 1.14% 13
2024
Q3 		$1.5M Sell
40,261
-2,505
-6% -$89.6K 1.16% 12
2024
Q2 		$1.51M Buy
42,766
+205
+0.5% +$7.06K 1.27% 11
2024
Q1 		$1.51M Sell
42,561
-738
-2% -$24.9K 1.25% 11
2023
Q4 		$1.41M Buy
+43,299
New +$1.31M 1.28% 11

Other funds holding RAFE

SIP
Sellwood Investment Partners Portland, Oregon $284M AUM 15.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
FZCM
Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 1-Year Est. Return

Bruce G. Allen Investments's RAFE Position: Q2 2026 in Review

Bruce G. Allen Investments increased its PIMCO RAFI ESG US ETF (RAFE) stake by 1.6% in Q2 2026, buying an estimated $26.1K and bringing the position to 37,314 shares worth $1.79M. The position accounts for 1.14% of the portfolio, ranked #13.

Bruce G. Allen Investments first reported a position in RAFE in Q4 2023 and has held it in 11 quarters since. 24 funds tracked by Wall St. Rank hold RAFE as of Q2 2026.

  • Bruce G. Allen Investments held 37,314 shares of PIMCO RAFI ESG US ETF worth $1.79M as of Q2 2026.
  • Bruce G. Allen Investments bought 575 PIMCO RAFI ESG US ETF shares in Q2 2026, an estimated $26.1K.
  • PIMCO RAFI ESG US ETF made up 1.14% of Bruce G. Allen Investments's portfolio in Q2 2026, its #13 holding.
  • Bruce G. Allen Investments first reported a position in PIMCO RAFI ESG US ETF in Q4 2023 and has held it in 11 quarters since.
  • 24 funds tracked by Wall St. Rank held PIMCO RAFI ESG US ETF as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.