IFP Advisors’s PIMCO RAFI ESG US ETF RAFE Stock Holding History

IFP Advisors’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
2023 Q1	–	Sell	-300	Closed	-$8K	–	4210
2022 Q4	$8K	Hold	300	–	–	﹤0.01%	3548
2022 Q3	$8K	Hold	300	–	–	﹤0.01%	3795
2022 Q2	$8K	Hold	300	–	–	﹤0.01%	3548
2022 Q1	$8K	Buy	+300	New	+$9.55K	﹤0.01%	3547

Other funds holding RAFE

Northwest Bancshares Warren, Pennsylvania $502M AUM 23.55% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RHS Financial San Francisco, California $211M AUM 20.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors's RAFE Position: Q1 2023 in Review

IFP Advisors sold out of PIMCO RAFI ESG US ETF (RAFE) in Q1 2023, closing a stake of 300 shares — an estimated $8K sold.

IFP Advisors first reported a position in RAFE in Q1 2022 and held it in 4 quarters. The position peaked at $8K in Q4 2022. 18 funds tracked by Wall St. Rank hold RAFE as of Q1 2023.

IFP Advisors reported no remaining PIMCO RAFI ESG US ETF position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 300 PIMCO RAFI ESG US ETF shares in Q1 2023, an estimated $8K.
IFP Advisors first reported a position in PIMCO RAFI ESG US ETF in Q1 2022 and held it in 4 quarters.
IFP Advisors's PIMCO RAFI ESG US ETF position peaked at $8K in Q4 2022.
18 funds tracked by Wall St. Rank held PIMCO RAFI ESG US ETF as of Q1 2023.

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