Creative Financial Designs’s PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF MFEM Stock Holding History

Creative Financial Designs’s Portfolio MFEM Stock Details MFEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-114	Closed	-$2.07K	–	1630
2023 Q3	$2.07K	Hold	114	–	–	﹤0.01%	1337
2023 Q2	$2.12K	Buy	+114	New	+$2.09K	﹤0.01%	1308

Other funds holding MFEM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Schiavi & Co Wilmington, Delaware $337M AUM 16.69% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

AWM

Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return

ICMP

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Creative Financial Designs's MFEM Position: Q4 2023 in Review

Creative Financial Designs sold out of PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF (MFEM) in Q4 2023, closing a stake of 114 shares — an estimated $2.07K sold.

Creative Financial Designs first reported a position in MFEM in Q2 2023 and held it in 2 quarters. The position peaked at $2.12K in Q2 2023. 38 funds tracked by Wall St. Rank hold MFEM as of Q4 2023.

Creative Financial Designs reported no remaining PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF position as of Q4 2023 after selling out during the quarter.
Creative Financial Designs sold 114 PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF shares in Q4 2023, an estimated $2.07K.
Creative Financial Designs first reported a position in PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF in Q2 2023 and held it in 2 quarters.
Creative Financial Designs's PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF position peaked at $2.12K in Q2 2023.
38 funds tracked by Wall St. Rank held PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF as of Q4 2023.

Based on Creative Financial Designs's 13F filing for Q4 2023, filed 10 Jan 2024.