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Farther Finance Advisors’s PIMCO RAFI ESG US ETF RAFE Stock Holding History

Farther Finance Advisors’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 		$172K Sell
3,600
-100
-3% -$4.54K ﹤0.01% 2361
2026
Q1 		$154K Sell
3,700
-1,000
-21% -$42.7K ﹤0.01% 2204
2025
Q4 		$197K Buy
+4,700
New +$194K ﹤0.01% 1919

Other funds holding RAFE

SIP
Sellwood Investment Partners Portland, Oregon $284M AUM 15.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
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
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
BGAI
Bruce G. Allen Investments Denver, Colorado $157M AUM 28.14% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Farther Finance Advisors's RAFE Position: Q2 2026 in Review

Farther Finance Advisors reduced its PIMCO RAFI ESG US ETF (RAFE) stake by 2.7% in Q2 2026, selling an estimated $4.54K and leaving 3,600 shares worth $172K. The position accounts for ﹤0.01% of the portfolio, ranked #2361.

Farther Finance Advisors first reported a position in RAFE in Q4 2025 and has held it in 3 quarters since. The position peaked at $197K in Q4 2025. 24 funds tracked by Wall St. Rank hold RAFE as of Q2 2026.

  • Farther Finance Advisors held 3,600 shares of PIMCO RAFI ESG US ETF worth $172K as of Q2 2026.
  • Farther Finance Advisors sold 100 PIMCO RAFI ESG US ETF shares in Q2 2026, an estimated $4.54K.
  • PIMCO RAFI ESG US ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2361 holding.
  • Farther Finance Advisors first reported a position in PIMCO RAFI ESG US ETF in Q4 2025 and has held it in 3 quarters since.
  • Farther Finance Advisors's PIMCO RAFI ESG US ETF position peaked at $197K in Q4 2025.
  • 24 funds tracked by Wall St. Rank held PIMCO RAFI ESG US ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.