EFS
MFDX icon

Econ Financial Services’s PIMCO RAFI Multi-Factor International Equity ETF MFDX Stock Holding History

Econ Financial Services’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
2019
Q2 		$1.7M Buy
68,044
+7,216
+12% +$177K 2.35% 13
2019
Q1 		$1.49M Sell
60,828
-2,254
-4% -$53.9K 2.23% 15
2018
Q4 		$1.41M Buy
+63,082
New +$1.5M 2.15% 16

Other funds holding MFDX

PFG
Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

Econ Financial Services's MFDX Position: Q2 2019 in Review

Econ Financial Services increased its PIMCO RAFI Multi-Factor International Equity ETF (MFDX) stake by 12% in Q2 2019, buying an estimated $177K and bringing the position to 68,044 shares worth $1.7M. The position accounts for 2.35% of the portfolio, ranked #13.

Econ Financial Services first reported a position in MFDX in Q4 2018 and has held it in 3 quarters since. 13 funds tracked by Wall St. Rank hold MFDX as of Q2 2019.

  • Econ Financial Services held 68,044 shares of PIMCO RAFI Multi-Factor International Equity ETF worth $1.7M as of Q2 2019.
  • Econ Financial Services bought 7,216 PIMCO RAFI Multi-Factor International Equity ETF shares in Q2 2019, an estimated $177K.
  • PIMCO RAFI Multi-Factor International Equity ETF made up 2.35% of Econ Financial Services's portfolio in Q2 2019, its #13 holding.
  • Econ Financial Services first reported a position in PIMCO RAFI Multi-Factor International Equity ETF in Q4 2018 and has held it in 3 quarters since.
  • 13 funds tracked by Wall St. Rank held PIMCO RAFI Multi-Factor International Equity ETF as of Q2 2019.

Based on Econ Financial Services's 13F filing for Q2 2019, filed 8 Aug 2019.