Creative Planning
MFDX icon

Creative Planning’s PIMCO RAFI Multi-Factor International Equity ETF MFDX Stock Holding History

Creative Planning’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 		$328K Buy
7,868
+1,641
+26% +$68.4K ﹤0.01% 3506
2026
Q1 		$248K Buy
+6,227
New +$253K ﹤0.01% 3576

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

Creative Planning's MFDX Position: Q2 2026 in Review

Creative Planning increased its PIMCO RAFI Multi-Factor International Equity ETF (MFDX) stake by 26% in Q2 2026, buying an estimated $68.4K and bringing the position to 7,868 shares worth $328K. The position accounts for ﹤0.01% of the portfolio, ranked #3506.

Creative Planning first reported a position in MFDX in Q1 2026 and has held it in 2 quarters since. 59 funds tracked by Wall St. Rank hold MFDX as of Q2 2026.

  • Creative Planning held 7,868 shares of PIMCO RAFI Multi-Factor International Equity ETF worth $328K as of Q2 2026.
  • Creative Planning bought 1,641 PIMCO RAFI Multi-Factor International Equity ETF shares in Q2 2026, an estimated $68.4K.
  • PIMCO RAFI Multi-Factor International Equity ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3506 holding.
  • Creative Planning first reported a position in PIMCO RAFI Multi-Factor International Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 59 funds tracked by Wall St. Rank held PIMCO RAFI Multi-Factor International Equity ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.