CIA
MFDX icon

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
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 $337M AUM 16.69% 1-Year Est. Return
FC
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
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
LPL Financial
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
IA
IFC Advisors Los Angeles, California $699M AUM 17.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Caerus Investment Advisors's MFDX Position: Q1 2026 in Review

Caerus Investment Advisors held its PIMCO RAFI Multi-Factor International Equity ETF (MFDX) position steady in Q1 2026 at 16,880 shares worth $672K. The position accounts for 0.28% of the portfolio, ranked #73.

Caerus Investment Advisors first reported a position in MFDX in Q3 2025 and has held it in 3 quarters since. 60 funds tracked by Wall St. Rank hold MFDX as of Q1 2026.

  • Caerus Investment Advisors held 16,880 shares of PIMCO RAFI Multi-Factor International Equity ETF worth $672K as of Q1 2026.
  • Caerus Investment Advisors left its PIMCO RAFI Multi-Factor International Equity ETF share count unchanged in Q1 2026.
  • PIMCO RAFI Multi-Factor International Equity ETF made up 0.28% of Caerus Investment Advisors's portfolio in Q1 2026, its #73 holding.
  • Caerus Investment Advisors first reported a position in PIMCO RAFI Multi-Factor International Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • 60 funds tracked by Wall St. Rank held PIMCO RAFI Multi-Factor International Equity ETF as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.