Global Retirement Partners’s PIMCO RAFI ESG US ETF RAFE Stock Holding History

Global Retirement Partners’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
2025 Q4	$21.7K	Hold	516	–	–	﹤0.01%	2835
2025 Q3	$21K	Sell	516 -14	-3%	-$547	﹤0.01%	2374
2025 Q2	$20.2K	Buy	+530	New	+$18.9K	﹤0.01%	2285
2024 Q4	$19.8K	Hold	545	–	–	﹤0.01%	2089
2024 Q3	$20.3K	Hold	545	–	–	﹤0.01%	1991
2024 Q2	$19.2K	Hold	545	–	–	﹤0.01%	2002
2024 Q1	$19.4K	Hold	545	–	–	﹤0.01%	1827
2023 Q4	$17.6K	Hold	545	–	–	﹤0.01%	1816
2023 Q3	$15.7K	Hold	545	–	–	﹤0.01%	1755
2023 Q2	$16.6K	Sell	545 -46	-8%	-$1.34K	﹤0.01%	1750
2023 Q1	$16.9K	Hold	591	–	–	﹤0.01%	1713
2022 Q4	$16.5K	Buy	+591	New	+$16.5K	﹤0.01%	1558

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

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 Tacoma, Washington $309M AUM 17.27% 1-Year Est. Return

Global Retirement Partners's RAFE Position: Q4 2025 in Review

Global Retirement Partners held its PIMCO RAFI ESG US ETF (RAFE) position steady in Q4 2025 at 516 shares worth $21.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2835.

Global Retirement Partners first reported a position in RAFE in Q4 2022 and has held it in 12 quarters since. 40 funds tracked by Wall St. Rank hold RAFE as of Q4 2025.

Global Retirement Partners held 516 shares of PIMCO RAFI ESG US ETF worth $21.7K as of Q4 2025.
Global Retirement Partners left its PIMCO RAFI ESG US ETF share count unchanged in Q4 2025.
PIMCO RAFI ESG US ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2835 holding.
Global Retirement Partners first reported a position in PIMCO RAFI ESG US ETF in Q4 2022 and has held it in 12 quarters since.
40 funds tracked by Wall St. Rank held PIMCO RAFI ESG US ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.