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Golden State Wealth Management’s PIMCO RAFI Multi-Factor International Equity ETF MFDX Stock Holding History

Golden State Wealth Management’s Portfolio MFDX Stock Details MFDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-463
Closed -$14.8K – 1635
2025
Q1 		$14.8K Hold
463
– – ﹤0.01% 890
2024
Q4 		$13.7K Buy
+463
New +$14.2K ﹤0.01% 867

Other funds holding MFDX

SC
Schiavi & Co Wilmington, Delaware $337M AUM 16.69% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $803M AUM 16.89% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $440M AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IA
IFC Advisors Los Angeles, California $699M AUM 17.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.27B AUM 18.55% 1-Year Est. Return

Golden State Wealth Management's MFDX Position: Q2 2025 in Review

Golden State Wealth Management sold out of PIMCO RAFI Multi-Factor International Equity ETF (MFDX) in Q2 2025, closing a stake of 463 shares — an estimated $14.8K sold.

Golden State Wealth Management first reported a position in MFDX in Q4 2024 and held it in 2 quarters. The position peaked at $14.8K in Q1 2025. 47 funds tracked by Wall St. Rank hold MFDX as of Q2 2025.

  • Golden State Wealth Management reported no remaining PIMCO RAFI Multi-Factor International Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Golden State Wealth Management sold 463 PIMCO RAFI Multi-Factor International Equity ETF shares in Q2 2025, an estimated $14.8K.
  • Golden State Wealth Management first reported a position in PIMCO RAFI Multi-Factor International Equity ETF in Q4 2024 and held it in 2 quarters.
  • Golden State Wealth Management's PIMCO RAFI Multi-Factor International Equity ETF position peaked at $14.8K in Q1 2025.
  • 47 funds tracked by Wall St. Rank held PIMCO RAFI Multi-Factor International Equity ETF as of Q2 2025.

Based on Golden State Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.