Commonwealth Equity Services’s PIMCO RAFI ESG US ETF RAFE Stock Holding History

Commonwealth Equity Services’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	$6.81M	Buy	142,184 +28,744	+25%	+$1.31M	0.01%	1189
2026 Q1	$4.72M	Sell	113,440 -6,300	-5%	-$269K	0.01%	1374
2025 Q4	$5.03M	Buy	119,740 +10,881	+10%	+$449K	0.01%	1314
2025 Q3	$4.43M	Sell	108,859 -9,557	-8%	-$373K	0.01%	1434
2025 Q2	$4.52M	Buy	118,416 +15,037	+15%	+$538K	0.01%	1398
2025 Q1	$3.76M	Buy	103,379 +27,461	+36%	+$1.02M	0.01%	1468
2024 Q4	$2.76M	Buy	75,918 +8,556	+13%	+$318K	﹤0.01%	1645
2024 Q3	$2.51M	Sell	67,362 -542	-0.8%	-$19.4K	﹤0.01%	1663
2024 Q2	$2.39M	Buy	67,904 +25,066	+59%	+$863K	﹤0.01%	1671
2024 Q1	$1.52M	Buy	42,838 +10,643	+33%	+$359K	﹤0.01%	1949
2023 Q4	$1.05M	Buy	+32,195	New	+$973K	﹤0.01%	2144
2023 Q2	–	Sell	-12,970	Closed	-$374K	–	3908
2023 Q1	$374K	Buy	+12,970	New	+$372K	﹤0.01%	2792

Other funds holding RAFE

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

SIP

Sellwood Investment Partners Portland, Oregon $284M AUM 15.58% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BRIA

Balanced Rock Investment Advisors Roslindale, Massachusetts $160M AUM 15.92% 1-Year Est. Return

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

Northwest Bancshares Warren, Pennsylvania $555M AUM 40.47% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services's RAFE Position: Q2 2026 in Review

Commonwealth Equity Services increased its PIMCO RAFI ESG US ETF (RAFE) stake by 25% in Q2 2026, buying an estimated $1.31M and bringing the position to 142,184 shares worth $6.81M. The position accounts for 0.01% of the portfolio, ranked #1189.

Commonwealth Equity Services first reported a position in RAFE in Q1 2023 and has held it in 12 quarters since. 47 funds tracked by Wall St. Rank hold RAFE as of Q2 2026.

Commonwealth Equity Services held 142,184 shares of PIMCO RAFI ESG US ETF worth $6.81M as of Q2 2026.
Commonwealth Equity Services bought 28,744 PIMCO RAFI ESG US ETF shares in Q2 2026, an estimated $1.31M.
PIMCO RAFI ESG US ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1189 holding.
Commonwealth Equity Services first reported a position in PIMCO RAFI ESG US ETF in Q1 2023 and has held it in 12 quarters since.
47 funds tracked by Wall St. Rank held PIMCO RAFI ESG US ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.