Jeff Yass’s PIMCO RAFI ESG US ETF RAFE Stock Holding History

Jeff Yass’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
2026 Q2	$766K	Buy	+16,008	New	+$727K	﹤0.01%	8881
2025 Q4	–	Sell	-17,329	Closed	-$705K	–	13381
2025 Q3	$705K	Sell	17,329 -9,705	-36%	-$379K	﹤0.01%	8177
2025 Q2	$1.03M	Sell	27,034 -2,032	-7%	-$72.6K	﹤0.01%	7360
2025 Q1	$1.06M	Buy	+29,066	New	+$1.08M	﹤0.01%	7126
2024 Q2	–	Sell	-15,728	Closed	-$560K	–	13017
2024 Q1	$560K	Sell	15,728 -10,366	-40%	-$349K	﹤0.01%	8246
2023 Q4	$849K	Sell	26,094 -11,200	-30%	-$339K	﹤0.01%	7384
2023 Q3	$1.08M	Sell	37,294 -9,958	-21%	-$301K	﹤0.01%	6450
2023 Q2	$1.44M	Buy	47,252 +1,710	+4%	+$49.8K	﹤0.01%	5862
2023 Q1	$1.32M	Buy	+45,542	New	+$1.3M	﹤0.01%	6125
2022 Q3	–	Sell	-7,669	Closed	-$211K	–	13951
2022 Q2	$211K	Buy	+7,669	New	+$226K	﹤0.01%	10506
2021 Q2	–	Sell	-11,021	Closed	-$322K	–	13132
2021 Q1	$322K	Sell	11,021 -16,841	-60%	-$463K	﹤0.01%	10455
2020 Q4	$719K	Buy	+27,862	New	+$673K	﹤0.01%	7472

Other funds holding RAFE

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

SIP

Sellwood Investment Partners Portland, Oregon $284M AUM 15.58% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BRIA

Balanced Rock Investment Advisors Roslindale, Massachusetts $160M AUM 15.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

AFA

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

Northwest Bancshares Warren, Pennsylvania $555M AUM 40.47% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Jeff Yass's RAFE Position: Q2 2026 in Review

Jeff Yass opened a new position in PIMCO RAFI ESG US ETF (RAFE) in Q2 2026: 16,008 shares worth $766K. The stake represents ﹤0.01% of the portfolio and ranks #8881 among its holdings. This is a return to the name: Jeff Yass previously reported a position in RAFE as recently as Q3 2025.

Jeff Yass first reported a position in RAFE in Q4 2020 and has held it in 12 quarters since. The position peaked at $1.44M in Q2 2023. 47 funds tracked by Wall St. Rank hold RAFE as of Q2 2026.

Jeff Yass held 16,008 shares of PIMCO RAFI ESG US ETF worth $766K as of Q2 2026.
PIMCO RAFI ESG US ETF was a new Jeff Yass position in Q2 2026.
PIMCO RAFI ESG US ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #8881 holding.
Jeff Yass first reported a position in PIMCO RAFI ESG US ETF in Q4 2020 and has held it in 12 quarters since.
Jeff Yass's PIMCO RAFI ESG US ETF position peaked at $1.44M in Q2 2023.
47 funds tracked by Wall St. Rank held PIMCO RAFI ESG US ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.