Financial Insights
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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
Q3 		$3.25M Buy
65,966
+4,436
+7% +$219K 0.82% 24
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

Sellwood Investment Partners
Sellwood Investment Partners Portland, Oregon $279M AUM 9.04% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Arlington Financial Advisors
Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return
GenWealth Group
GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return
Prism Advisors
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Golden State Equity Partners
Golden State Equity Partners South Coast Metro, California $1.7B AUM 14.02% 1-Year Est. Return
Flagship Harbor Advisors
Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return
Walkner Condon Financial Advisors
Walkner Condon Financial Advisors Madison, Wisconsin $911M AUM 13.83% 1-Year Est. Return
Flynn Zito Capital Management
Flynn Zito Capital Management Garden City, New York $379M AUM 27.93% 1-Year Est. Return

Financial Insights's RAFE Position: Q3 2026 in Review

Financial Insights increased its PIMCO RAFI ESG US ETF (RAFE) stake by 7.2% in Q3 2026, buying an estimated $219K and bringing the position to 65,966 shares worth $3.25M. The position accounts for 0.82% of the portfolio, ranked #24.

Financial Insights first reported a position in RAFE in Q2 2022 and has held it in 17 quarters since. 23 funds tracked by Wall St. Rank hold RAFE as of Q3 2026.

  • Financial Insights held 65,966 shares of PIMCO RAFI ESG US ETF worth $3.25M as of Q3 2026.
  • Financial Insights bought 4,436 PIMCO RAFI ESG US ETF shares in Q3 2026, an estimated $219K.
  • PIMCO RAFI ESG US ETF made up 0.82% of Financial Insights's portfolio in Q3 2026, its #24 holding.
  • Financial Insights first reported a position in PIMCO RAFI ESG US ETF in Q2 2022 and has held it in 17 quarters since.
  • 23 funds tracked by Wall St. Rank held PIMCO RAFI ESG US ETF as of Q3 2026.

Based on Financial Insights's 13F filing for Q3 2026, filed 27 Oct 2026.