GGM Financials’s PIMCO RAFI ESG US ETF RAFE Stock Holding History

GGM Financials’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	$502K	Buy	+10,491	New	+$477K	0.19%	47

Other funds holding RAFE

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

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

Northwest Bancshares Warren, Pennsylvania $555M AUM 40.47% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

GGM Financials's RAFE Position: Q2 2026 in Review

GGM Financials opened a new position in PIMCO RAFI ESG US ETF (RAFE) in Q2 2026: 10,491 shares worth $502K. The stake represents 0.19% of the portfolio and ranks #47 among its holdings.

48 funds tracked by Wall St. Rank hold RAFE as of Q2 2026.

GGM Financials held 10,491 shares of PIMCO RAFI ESG US ETF worth $502K as of Q2 2026.
PIMCO RAFI ESG US ETF was a new GGM Financials position in Q2 2026.
PIMCO RAFI ESG US ETF made up 0.19% of GGM Financials's portfolio in Q2 2026, its #47 holding.
48 funds tracked by Wall St. Rank held PIMCO RAFI ESG US ETF as of Q2 2026.

Based on GGM Financials's 13F filing for Q2 2026, filed 23 Jul 2026.