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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
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

SC
Schiavi & Co Wilmington, Delaware $337M AUM 16.69% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $440M AUM 17.66% 1-Year Est. Return
BEAM
Baker Ellis Asset Management Vancouver, Washington $842M AUM 26.57% 1-Year Est. Return
MIM
Marshall Investment Management Littleton, Colorado $208M AUM 30.96% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
E
EntreWealth Austin, Texas $223M AUM 14.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Financial Consulate's MFUS Position: Q1 2026 in Review

Financial Consulate increased its PIMCO RAFI Dynamic Multi-Factor US Equity ETF (MFUS) stake by 246% in Q1 2026, buying an estimated $11.1M and bringing the position to 263,494 shares worth $15.4M. The position accounts for 1.92% of the portfolio, ranked #16.

Financial Consulate first reported a position in MFUS in Q2 2025 and has held it in 4 quarters since. 32 funds tracked by Wall St. Rank hold MFUS as of Q1 2026.

  • Financial Consulate held 263,494 shares of PIMCO RAFI Dynamic Multi-Factor US Equity ETF worth $15.4M as of Q1 2026.
  • Financial Consulate bought 187,326 PIMCO RAFI Dynamic Multi-Factor US Equity ETF shares in Q1 2026, an estimated $11.1M.
  • PIMCO RAFI Dynamic Multi-Factor US Equity ETF made up 1.92% of Financial Consulate's portfolio in Q1 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 4 quarters since.
  • 32 funds tracked by Wall St. Rank held PIMCO RAFI Dynamic Multi-Factor US Equity ETF as of Q1 2026.

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