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IFP Advisors’s PIMCO RAFI Dynamic Multi-Factor US Equity ETF MFUS Stock Holding History

IFP Advisors’s Portfolio MFUS Stock Details MFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-8,925
Closed -$252K – 4018
2022
Q4 		$252K Buy
8,925
+2,975
+50% +$113K 0.01% 1235
2022
Q3 		$168K Hold
5,950
– – ﹤0.01% 1519
2022
Q2 		$168K Hold
5,950
– – 0.01% 1378
2022
Q1 		$168K Buy
+5,950
New +$240K 0.01% 1378

Other funds holding MFUS

SC
Schiavi & Co Wilmington, Delaware $378M AUM 16.22% 1-Year Est. Return
BEAM
Baker Ellis Asset Management Vancouver, Washington $964M AUM 39.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
MSAM
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IFP Advisors's MFUS Position: Q1 2023 in Review

IFP Advisors sold out of PIMCO RAFI Dynamic Multi-Factor US Equity ETF (MFUS) in Q1 2023, closing a stake of 8,925 shares — an estimated $252K sold.

IFP Advisors first reported a position in MFUS in Q1 2022 and held it in 4 quarters. The position peaked at $252K in Q4 2022. 15 funds tracked by Wall St. Rank hold MFUS as of Q1 2023.

  • IFP Advisors reported no remaining PIMCO RAFI Dynamic Multi-Factor US Equity ETF position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 8,925 PIMCO RAFI Dynamic Multi-Factor US Equity ETF shares in Q1 2023, an estimated $252K.
  • IFP Advisors first reported a position in PIMCO RAFI Dynamic Multi-Factor US Equity ETF in Q1 2022 and held it in 4 quarters.
  • IFP Advisors's PIMCO RAFI Dynamic Multi-Factor US Equity ETF position peaked at $252K in Q4 2022.
  • 15 funds tracked by Wall St. Rank held PIMCO RAFI Dynamic Multi-Factor US Equity ETF as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.