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Caerus Investment Advisors’s PIMCO RAFI Multi-Factor International Equity ETF MFDX Stock Holding History

Caerus Investment Advisors’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 		$790K Buy
18,974
+2,094
+12% +$87.2K 0.26% 67
2026
Q1 		$672K Hold
16,880
– – 0.28% 73
2025
Q4 		$649K Hold
16,880
– – 0.21% 108
2025
Q3 		$627K Buy
+16,880
New +$612K 0.26% 86

Other funds holding MFDX

SC
Schiavi & Co Wilmington, Delaware $378M AUM 16.22% 1-Year Est. Return
FC
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
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
LPL Financial
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
IA
IFC Advisors Los Angeles, California $788M AUM 19.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Caerus Investment Advisors's MFDX Position: Q2 2026 in Review

Caerus Investment Advisors increased its PIMCO RAFI Multi-Factor International Equity ETF (MFDX) stake by 12% in Q2 2026, buying an estimated $87.2K and bringing the position to 18,974 shares worth $790K. The position accounts for 0.26% of the portfolio, ranked #67.

Caerus Investment Advisors first reported a position in MFDX in Q3 2025 and has held it in 4 quarters since. 59 funds tracked by Wall St. Rank hold MFDX as of Q2 2026.

  • Caerus Investment Advisors held 18,974 shares of PIMCO RAFI Multi-Factor International Equity ETF worth $790K as of Q2 2026.
  • Caerus Investment Advisors bought 2,094 PIMCO RAFI Multi-Factor International Equity ETF shares in Q2 2026, an estimated $87.2K.
  • PIMCO RAFI Multi-Factor International Equity ETF made up 0.26% of Caerus Investment Advisors's portfolio in Q2 2026, its #67 holding.
  • Caerus Investment Advisors first reported a position in PIMCO RAFI Multi-Factor International Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 59 funds tracked by Wall St. Rank held PIMCO RAFI Multi-Factor International Equity ETF as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.