Financial Consulate’s PIMCO RAFI Dynamic Multi-Factor US Equity ETF MFUS Stock Holding History

Financial Consulate’s Portfolio MFUS Stock Details MFUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$18.5M	Buy	276,018 +12,524	+5%	+$794K	2.06%	16
2026 Q1	$15.4M	Buy	263,494 +187,326	+246%	+$11.1M	1.92%	16
2025 Q4	$4.31M	Sell	76,168 -20,867	-22%	-$1.17M	0.59%	20
2025 Q3	$5.46M	Buy	97,035 +33,498	+53%	+$1.83M	0.77%	19
2025 Q2	$3.4M	Buy	+63,537	New	+$3.19M	0.67%	16

Other funds holding MFUS

Schiavi & Co Wilmington, Delaware $378M AUM 16.22% 1-Year Est. Return

AWM

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

BEAM

Baker Ellis Asset Management Vancouver, Washington $964M AUM 39.24% 1-Year Est. Return

MIM

Marshall Investment Management Littleton, Colorado $241M AUM 30.53% 1-Year Est. Return

EntreWealth Austin, Texas $270M AUM 17.72% 1-Year Est. Return

Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return

WLPWM

Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Financial Consulate's MFUS Position: Q2 2026 in Review

Financial Consulate increased its PIMCO RAFI Dynamic Multi-Factor US Equity ETF (MFUS) stake by 4.8% in Q2 2026, buying an estimated $794K and bringing the position to 276,018 shares worth $18.5M. The position accounts for 2.06% of the portfolio, ranked #16.

Financial Consulate first reported a position in MFUS in Q2 2025 and has held it in 5 quarters since. 35 funds tracked by Wall St. Rank hold MFUS as of Q2 2026.

Financial Consulate held 276,018 shares of PIMCO RAFI Dynamic Multi-Factor US Equity ETF worth $18.5M as of Q2 2026.
Financial Consulate bought 12,524 PIMCO RAFI Dynamic Multi-Factor US Equity ETF shares in Q2 2026, an estimated $794K.
PIMCO RAFI Dynamic Multi-Factor US Equity ETF made up 2.06% of Financial Consulate's portfolio in Q2 2026, its #16 holding.
Financial Consulate first reported a position in PIMCO RAFI Dynamic Multi-Factor US Equity ETF in Q2 2025 and has held it in 5 quarters since.
35 funds tracked by Wall St. Rank held PIMCO RAFI Dynamic Multi-Factor US Equity ETF as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.