Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s PIMCO RAFI Dynamic Multi-Factor US Equity ETF MFUS Stock Holding History

Cambridge Investment Research Advisors’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
2024
Q2 		– Sell
-6,264
Closed -$296K – 3387
2024
Q1 		$296K Sell
6,264
-17,120
-73% -$757K ﹤0.01% 2713
2023
Q4 		$979K Sell
23,384
-26,708
-53% -$1.05M ﹤0.01% 1677
2023
Q3 		$1.92M Sell
50,092
-16,789
-25% -$664K 0.01% 1160
2023
Q2 		$2.64M Sell
66,881
-135,441
-67% -$5.15M 0.01% 1010
2023
Q1 		$7.74M Sell
202,322
-67,766
-25% -$2.62M 0.04% 446
2022
Q4 		$10.3M Buy
270,088
+120,416
+80% +$4.57M 0.05% 355
2022
Q3 		$5.12M Buy
149,672
+67,386
+82% +$2.52M 0.03% 558
2022
Q2 		$2.98M Buy
+82,286
New +$3.21M 0.02% 850
2020
Q4 		– Sell
-7,719
Closed -$230K – 2755
2020
Q3 		$230K Sell
7,719
-43,642
-85% -$1.28M ﹤0.01% 2147
2020
Q2 		$1.42M Sell
51,361
-31,615
-38% -$836K 0.01% 929
2020
Q1 		$1.97M Sell
82,976
-40,936
-33% -$1.19M 0.02% 673
2019
Q4 		$3.87M Buy
123,912
+23,264
+23% +$709K 0.03% 557
2019
Q3 		$3.02M Sell
100,648
-12,783
-11% -$377K 0.03% 601
2019
Q2 		$3.31M Sell
113,431
-2,390
-2% -$68.2K 0.03% 539
2019
Q1 		$3.28M Buy
115,821
+6,200
+6% +$169K 0.03% 526
2018
Q4 		$2.76M Buy
109,621
+18,590
+20% +$513K 0.03% 524
2018
Q3 		$2.73M Buy
91,031
+38,893
+75% +$1.14M 0.03% 575
2018
Q2 		$1.48M Buy
52,138
+11,834
+29% +$332K 0.02% 773
2018
Q1 		$1.1M Buy
40,304
+20,333
+102% +$572K 0.01% 886
2017
Q4 		$551K Buy
+19,971
New +$535K 0.01% 1269

Other funds holding MFUS

SC
Schiavi & Co Wilmington, Delaware $337M AUM 16.69% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $440M AUM 17.66% 1-Year Est. Return
BEAM
Baker Ellis Asset Management Vancouver, Washington $842M AUM 26.57% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MSAM
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Cambridge Investment Research Advisors's MFUS Position: Q2 2024 in Review

Cambridge Investment Research Advisors sold out of PIMCO RAFI Dynamic Multi-Factor US Equity ETF (MFUS) in Q2 2024, closing a stake of 6,264 shares — an estimated $296K sold.

Cambridge Investment Research Advisors first reported a position in MFUS in Q4 2017 and held it in 20 quarters. The position peaked at $10.3M in Q4 2022. 20 funds tracked by Wall St. Rank hold MFUS as of Q2 2024.

  • Cambridge Investment Research Advisors reported no remaining PIMCO RAFI Dynamic Multi-Factor US Equity ETF position as of Q2 2024 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 6,264 PIMCO RAFI Dynamic Multi-Factor US Equity ETF shares in Q2 2024, an estimated $296K.
  • Cambridge Investment Research Advisors first reported a position in PIMCO RAFI Dynamic Multi-Factor US Equity ETF in Q4 2017 and held it in 20 quarters.
  • Cambridge Investment Research Advisors's PIMCO RAFI Dynamic Multi-Factor US Equity ETF position peaked at $10.3M in Q4 2022.
  • 20 funds tracked by Wall St. Rank held PIMCO RAFI Dynamic Multi-Factor US Equity ETF as of Q2 2024.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2024, filed 26 Jul 2024.