GSEP
RAFE icon

Golden State Equity Partners’s PIMCO RAFI ESG US ETF RAFE Stock Holding History

Golden State Equity 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
2026
Q2 		– Sell
-2,745
Closed -$114K – 1417
2026
Q1 		$114K Buy
+2,745
New +$117K 0.01% 720

Other funds holding RAFE

SC
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
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
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
NB
Northwest Bancshares Warren, Pennsylvania $555M AUM 40.47% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Golden State Equity Partners's RAFE Position: Q2 2026 in Review

Golden State Equity Partners sold out of PIMCO RAFI ESG US ETF (RAFE) in Q2 2026, closing a stake of 2,745 shares — an estimated $114K sold.

Golden State Equity Partners first reported a position in RAFE in Q1 2026 and held it in 1 quarter. The position peaked at $114K in Q1 2026. 48 funds tracked by Wall St. Rank hold RAFE as of Q2 2026.

  • Golden State Equity Partners reported no remaining PIMCO RAFI ESG US ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 2,745 PIMCO RAFI ESG US ETF shares in Q2 2026, an estimated $114K.
  • Golden State Equity Partners first reported a position in PIMCO RAFI ESG US ETF in Q1 2026 and held it in 1 quarter.
  • Golden State Equity Partners's PIMCO RAFI ESG US ETF position peaked at $114K in Q1 2026.
  • 48 funds tracked by Wall St. Rank held PIMCO RAFI ESG US ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.