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

Financial Consulate’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
Q1 		$67.2M Buy
1,686,385
+17,147
+1% +$696K 8.37% 3
2025
Q4 		$64.1M Buy
1,669,238
+43,969
+3% +$1.65M 8.77% 3
2025
Q3 		$60.4M Sell
1,625,269
-2,568
-0.2% -$93.1K 8.53% 3
2025
Q2 		$58.5M Sell
1,627,837
-223,928
-12% -$7.55M 11.55% 3
2025
Q1 		$59.2M Buy
1,851,765
+654,975
+55% +$20.5M 14.94% 2
2024
Q4 		$35.4M Buy
1,196,790
+61,617
+5% +$1.89M 9.38% 4
2024
Q3 		$36.9M Buy
1,135,173
+94,108
+9% +$2.92M 9.8% 4
2024
Q2 		$31.5M Buy
1,041,065
+29,539
+3% +$896K 9.24% 5
2024
Q1 		$31.1M Buy
1,011,526
+71,636
+8% +$2.11M 9.18% 5
2023
Q4 		$27.4M Buy
939,890
+72,538
+8% +$1.98M 9.02% 5
2023
Q3 		$23.5M Buy
+867,352
New +$24.2M 10.36% 4

Other funds holding MFDX

SC
Schiavi & Co Wilmington, Delaware $337M AUM 16.69% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $440M AUM 17.66% 1-Year Est. Return
IA
IFC Advisors Los Angeles, California $699M AUM 17.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
EPW
Evolve Private Wealth Los Angeles, California $1.87B AUM
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Financial Consulate's MFDX Position: Q1 2026 in Review

Financial Consulate increased its PIMCO RAFI Multi-Factor International Equity ETF (MFDX) stake by 1% in Q1 2026, buying an estimated $696K and bringing the position to 1,686,385 shares worth $67.2M. The position accounts for 8.37% of the portfolio, ranked #3.

Financial Consulate first reported a position in MFDX in Q3 2023 and has held it in 11 quarters since. 60 funds tracked by Wall St. Rank hold MFDX as of Q1 2026.

  • Financial Consulate held 1,686,385 shares of PIMCO RAFI Multi-Factor International Equity ETF worth $67.2M as of Q1 2026.
  • Financial Consulate bought 17,147 PIMCO RAFI Multi-Factor International Equity ETF shares in Q1 2026, an estimated $696K.
  • PIMCO RAFI Multi-Factor International Equity ETF made up 8.37% of Financial Consulate's portfolio in Q1 2026, its #3 holding.
  • Financial Consulate first reported a position in PIMCO RAFI Multi-Factor International Equity ETF in Q3 2023 and has held it in 11 quarters since.
  • 60 funds tracked by Wall St. Rank held PIMCO RAFI Multi-Factor International Equity ETF as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.