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Impact Partnership Wealth’s PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF MFEM Stock Holding History

Impact Partnership Wealth’s Portfolio MFEM Stock Details MFEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-32
Closed -$596 – 1135
2023
Q2 		$596 Buy
+32
New +$586 ﹤0.01% 845

Other funds holding MFEM

SC
Schiavi & Co Wilmington, Delaware $337M AUM 16.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Impact Partnership Wealth's MFEM Position: Q3 2023 in Review

Impact Partnership Wealth sold out of PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF (MFEM) in Q3 2023, closing a stake of 32 shares — an estimated $596 sold.

Impact Partnership Wealth first reported a position in MFEM in Q2 2023 and held it in 1 quarter. The position peaked at $596 in Q2 2023. 34 funds tracked by Wall St. Rank hold MFEM as of Q3 2023.

  • Impact Partnership Wealth reported no remaining PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF position as of Q3 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 32 PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF shares in Q3 2023, an estimated $596.
  • Impact Partnership Wealth first reported a position in PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF in Q2 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF position peaked at $596 in Q2 2023.
  • 34 funds tracked by Wall St. Rank held PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF as of Q3 2023.

Based on Impact Partnership Wealth's 13F filing for Q3 2023, filed 17 Oct 2023.