Financial Consulate
MFUS icon

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
Q3 		$17.6M Sell
272,172
-3,846
-1% -$254K 1.96% 16
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

Baker Ellis Asset Management
Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return
Williams & Novak
Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return
EntreWealth
EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return
SFG Wealth Management
SFG Wealth Management Towson, Maryland $281M AUM 19.71% 1-Year Est. Return
Mid-American Wealth Advisory Group
Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return
First Growth Capital
First Growth Capital Pikesville, Maryland $124M AUM 37.1% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Financial Consulate's MFUS Position: Q3 2026 in Review

Financial Consulate reduced its PIMCO RAFI Dynamic Multi-Factor US Equity ETF (MFUS) stake by 1.4% in Q3 2026, selling an estimated $254K and leaving 272,172 shares worth $17.6M. The position accounts for 1.96% of the portfolio, ranked #16.

Financial Consulate first reported a position in MFUS in Q2 2025 and has held it in 6 quarters since. The position peaked at $18.5M in Q2 2026. 8 funds tracked by Wall St. Rank hold MFUS as of Q3 2026.

  • Financial Consulate held 272,172 shares of PIMCO RAFI Dynamic Multi-Factor US Equity ETF worth $17.6M as of Q3 2026.
  • Financial Consulate sold 3,846 PIMCO RAFI Dynamic Multi-Factor US Equity ETF shares in Q3 2026, an estimated $254K.
  • PIMCO RAFI Dynamic Multi-Factor US Equity ETF made up 1.96% of Financial Consulate's portfolio in Q3 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 6 quarters since.
  • Financial Consulate's PIMCO RAFI Dynamic Multi-Factor US Equity ETF position peaked at $18.5M in Q2 2026.
  • 8 funds tracked by Wall St. Rank held PIMCO RAFI Dynamic Multi-Factor US Equity ETF as of Q3 2026.

Based on Financial Consulate's 13F filing for Q3 2026, filed 23 Oct 2026.