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Integrated Wealth Concepts’s PIMCO RAFI Multi-Factor International Equity ETF MFDX Stock Holding History

Integrated Wealth Concepts’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
Q3 		– Sell
-27,375
Closed -$984K – 2053
2025
Q2 		$984K Buy
+27,375
New +$923K 0.01% 923

Other funds holding MFDX

SC
Schiavi & Co Wilmington, Delaware $337M AUM 16.69% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 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 $473M AUM 18.73% 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
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Integrated Wealth Concepts's MFDX Position: Q3 2025 in Review

Integrated Wealth Concepts sold out of PIMCO RAFI Multi-Factor International Equity ETF (MFDX) in Q3 2025, closing a stake of 27,375 shares — an estimated $984K sold.

Integrated Wealth Concepts first reported a position in MFDX in Q2 2025 and held it in 1 quarter. The position peaked at $984K in Q2 2025. 51 funds tracked by Wall St. Rank hold MFDX as of Q3 2025.

  • Integrated Wealth Concepts reported no remaining PIMCO RAFI Multi-Factor International Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 27,375 PIMCO RAFI Multi-Factor International Equity ETF shares in Q3 2025, an estimated $984K.
  • Integrated Wealth Concepts first reported a position in PIMCO RAFI Multi-Factor International Equity ETF in Q2 2025 and held it in 1 quarter.
  • Integrated Wealth Concepts's PIMCO RAFI Multi-Factor International Equity ETF position peaked at $984K in Q2 2025.
  • 51 funds tracked by Wall St. Rank held PIMCO RAFI Multi-Factor International Equity ETF as of Q3 2025.

Based on Integrated Wealth Concepts's 13F filing for Q3 2025, filed 14 Nov 2025.