Financial Gravity Asset Management’s PIMCO RAFI Multi-Factor International Equity ETF MFDX Stock Holding History

Financial Gravity Asset Management’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
2024 Q2	–	Sell	-57	Closed	-$1.74K	–	2041
2024 Q1	$1.74K	Buy	+57	New	+$1.68K	﹤0.01%	1137
2023 Q3	–	Sell	-28	Closed	-$2.29K	–	1554
2023 Q2	$2.29K	Buy	+28	New	+$780	0.01%	618
2023 Q1	–	Sell	-26	Closed	-$2.15K	–	1443
2022 Q4	$2.15K	Buy	+26	New	+$638	0.01%	526

Other funds holding MFDX

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

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

AWM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

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

Financial Gravity Asset Management's MFDX Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of PIMCO RAFI Multi-Factor International Equity ETF (MFDX) in Q2 2024, closing a stake of 57 shares — an estimated $1.74K sold.

Financial Gravity Asset Management first reported a position in MFDX in Q4 2022 and held it in 3 quarters. The position peaked at $2.29K in Q2 2023. 27 funds tracked by Wall St. Rank hold MFDX as of Q2 2024.

Financial Gravity Asset Management reported no remaining PIMCO RAFI Multi-Factor International Equity ETF position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 57 PIMCO RAFI Multi-Factor International Equity ETF shares in Q2 2024, an estimated $1.74K.
Financial Gravity Asset Management first reported a position in PIMCO RAFI Multi-Factor International Equity ETF in Q4 2022 and held it in 3 quarters.
Financial Gravity Asset Management's PIMCO RAFI Multi-Factor International Equity ETF position peaked at $2.29K in Q2 2023.
27 funds tracked by Wall St. Rank held PIMCO RAFI Multi-Factor International Equity ETF as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.