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 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

SIP

Sellwood Investment Partners Portland, Oregon $284M AUM 15.58% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BRIA

Balanced Rock Investment Advisors Roslindale, Massachusetts $143M AUM 12.45% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Northwest Bancshares Warren, Pennsylvania $502M AUM 23.55% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Financial Insights's RAFE Position: Q1 2026 in Review

Financial Insights increased its PIMCO RAFI ESG US ETF (RAFE) stake by 0.03% in Q1 2026, buying an estimated $854 and bringing the position to 63,112 shares worth $2.63M. The position accounts for 0.85% of the portfolio, ranked #24.

Financial Insights first reported a position in RAFE in Q2 2022 and has held it in 15 quarters since. The position peaked at $2.65M in Q4 2025. 43 funds tracked by Wall St. Rank hold RAFE as of Q1 2026.

Financial Insights held 63,112 shares of PIMCO RAFI ESG US ETF worth $2.63M as of Q1 2026.
Financial Insights bought 20 PIMCO RAFI ESG US ETF shares in Q1 2026, an estimated $854.
PIMCO RAFI ESG US ETF made up 0.85% of Financial Insights's portfolio in Q1 2026, its #24 holding.
Financial Insights first reported a position in PIMCO RAFI ESG US ETF in Q2 2022 and has held it in 15 quarters since.
Financial Insights's PIMCO RAFI ESG US ETF position peaked at $2.65M in Q4 2025.
43 funds tracked by Wall St. Rank held PIMCO RAFI ESG US ETF as of Q1 2026.

Based on Financial Insights's 13F filing for Q1 2026, filed 19 May 2026.