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GenWealth Group’s PIMCO RAFI ESG US ETF RAFE Stock Holding History

GenWealth Group’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 		$4.15M Sell
86,680
-3,470
-4% -$158K 0.65% 26
2026
Q1 		$3.75M Buy
90,150
+5,150
+6% +$220K 0.64% 20
2025
Q4 		$3.65M Sell
85,000
-926
-1% -$38.2K 0.62% 28
2025
Q3 		$3.5M Buy
85,926
+2,409
+3% +$94.1K 0.65% 26
2025
Q2 		$3.19M Buy
83,517
+2,694
+3% +$96.3K 0.64% 26
2025
Q1 		$2.94M Buy
80,823
+142
+0.2% +$5.27K 0.65% 22
2024
Q4 		$2.93M Sell
80,681
-1,272
-2% -$47.3K 0.67% 28
2024
Q3 		$3.05M Sell
81,953
-2,318
-3% -$82.9K 0.7% 28
2024
Q2 		$2.97M Sell
84,271
-1,118
-1% -$38.5K 0.73% 28
2024
Q1 		$3.04M Sell
85,389
-1,001
-1% -$33.7K 0.77% 26
2023
Q4 		$2.81M Sell
86,390
-1,822
-2% -$55.1K 0.78% 26
2023
Q3 		$2.57M Buy
88,212
+978
+1% +$29.5K 0.78% 27
2023
Q2 		$2.65M Buy
87,234
+2,666
+3% +$77.6K 0.76% 26
2023
Q1 		$2.44M Buy
84,568
+1,292
+2% +$37K 0.75% 26
2022
Q4 		$2.32M Buy
83,276
+21,114
+34% +$588K 0.76% 26
2022
Q3 		$1.58M Buy
62,162
+10,842
+21% +$306K 0.53% 26
2022
Q2 		$1.41M Buy
51,320
+3,270
+7% +$96.3K 0.45% 26
2022
Q1 		$1.52M Buy
48,050
+23,133
+93% +$737K 0.42% 30
2021
Q4 		$824K Buy
24,917
+8,366
+51% +$268K 0.22% 38
2021
Q3 		$503K Buy
+16,551
New +$514K 0.15% 41

Other funds holding RAFE

SIP
Sellwood Investment Partners Portland, Oregon $284M AUM 15.58% 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
BGAI
Bruce G. Allen Investments Denver, Colorado $157M AUM 28.14% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
FZCM
Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 1-Year Est. Return

GenWealth Group's RAFE Position: Q2 2026 in Review

GenWealth Group reduced its PIMCO RAFI ESG US ETF (RAFE) stake by 3.8% in Q2 2026, selling an estimated $158K and leaving 86,680 shares worth $4.15M. The position accounts for 0.65% of the portfolio, ranked #26.

GenWealth Group first reported a position in RAFE in Q3 2021 and has held it in 20 quarters since. 24 funds tracked by Wall St. Rank hold RAFE as of Q2 2026.

  • GenWealth Group held 86,680 shares of PIMCO RAFI ESG US ETF worth $4.15M as of Q2 2026.
  • GenWealth Group sold 3,470 PIMCO RAFI ESG US ETF shares in Q2 2026, an estimated $158K.
  • PIMCO RAFI ESG US ETF made up 0.65% of GenWealth Group's portfolio in Q2 2026, its #26 holding.
  • GenWealth Group first reported a position in PIMCO RAFI ESG US ETF in Q3 2021 and has held it in 20 quarters since.
  • 24 funds tracked by Wall St. Rank held PIMCO RAFI ESG US ETF as of Q2 2026.

Based on GenWealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.