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Financial Insights’s PIMCO RAFI ESG US ETF RAFE Stock Holding History

Financial Insights’s Portfolio RAFE Stock Details RAFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.95M Sell
61,530
-1,582
-3% -$71.9K 0.78% 25
2026
Q1 		$2.63M Buy
63,112
+20
+0% +$854 0.85% 24
2025
Q4 		$2.65M Buy
63,092
+479
+0.8% +$19.8K 0.89% 23
2025
Q3 		$2.55M Buy
62,613
+13,280
+27% +$519K 0.84% 26
2025
Q2 		$1.88M Buy
+49,333
New +$1.76M 0.69% 29
2025
Q1 		– Sell
-14,694
Closed -$534K – 119
2024
Q4 		$534K Buy
14,694
+7,051
+92% +$262K 0.2% 61
2024
Q3 		$284K Hold
7,643
– – 0.09% 117
2024
Q2 		$269K Sell
7,643
-842
-10% -$29K 0.07% 138
2024
Q1 		$302K Sell
8,485
-75
-0.9% -$2.53K 0.08% 133
2023
Q4 		$278K Sell
8,560
-3,250
-28% -$98.2K 0.09% 136
2023
Q3 		$336K Buy
11,810
+1,902
+19% +$57.4K 0.12% 116
2023
Q2 		$301K Buy
9,908
+12
+0.1% +$349 0.11% 129
2023
Q1 		$286K Hold
9,896
– – 0.12% 136
2022
Q4 		$276K Sell
9,896
-2,383
-19% -$66.4K 0.13% 121
2022
Q3 		$312K Hold
12,279
– – 0.21% 91
2022
Q2 		$338K Buy
+12,279
New +$361K 0.34% 57

Other funds holding RAFE

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
SIP
Sellwood Investment Partners Portland, Oregon $284M AUM 15.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BRIA
Balanced Rock Investment Advisors Roslindale, Massachusetts $160M AUM 15.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
NB
Northwest Bancshares Warren, Pennsylvania $555M AUM 40.47% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Financial Insights's RAFE Position: Q2 2026 in Review

Financial Insights reduced its PIMCO RAFI ESG US ETF (RAFE) stake by 2.5% in Q2 2026, selling an estimated $71.9K and leaving 61,530 shares worth $2.95M. The position accounts for 0.78% of the portfolio, ranked #25.

Financial Insights first reported a position in RAFE in Q2 2022 and has held it in 16 quarters since. 48 funds tracked by Wall St. Rank hold RAFE as of Q2 2026.

  • Financial Insights held 61,530 shares of PIMCO RAFI ESG US ETF worth $2.95M as of Q2 2026.
  • Financial Insights sold 1,582 PIMCO RAFI ESG US ETF shares in Q2 2026, an estimated $71.9K.
  • PIMCO RAFI ESG US ETF made up 0.78% of Financial Insights's portfolio in Q2 2026, its #25 holding.
  • Financial Insights first reported a position in PIMCO RAFI ESG US ETF in Q2 2022 and has held it in 16 quarters since.
  • 48 funds tracked by Wall St. Rank held PIMCO RAFI ESG US ETF as of Q2 2026.

Based on Financial Insights's 13F filing for Q2 2026, filed 25 Aug 2026.