JWA
MFEM icon

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

JFS Wealth Advisors’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
2022
Q1 		– Sell
-248
Closed -$6K – 1909
2021
Q4 		$6K Buy
+248
New +$6.95K ﹤0.01% 766

Other funds holding MFEM

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
SC
Schiavi & Co Wilmington, Delaware $337M AUM 16.69% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return
KSWA
Kathleen S. Wright Associates Pittsburgh, Pennsylvania $270M AUM 12.59% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

JFS Wealth Advisors's MFEM Position: Q1 2022 in Review

JFS Wealth Advisors sold out of PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF (MFEM) in Q1 2022, closing a stake of 248 shares — an estimated $6K sold.

JFS Wealth Advisors first reported a position in MFEM in Q4 2021 and held it in 1 quarter. The position peaked at $6K in Q4 2021. 27 funds tracked by Wall St. Rank hold MFEM as of Q1 2022.

  • JFS Wealth Advisors reported no remaining PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF position as of Q1 2022 after selling out during the quarter.
  • JFS Wealth Advisors sold 248 PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF shares in Q1 2022, an estimated $6K.
  • JFS Wealth Advisors first reported a position in PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF in Q4 2021 and held it in 1 quarter.
  • JFS Wealth Advisors's PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF position peaked at $6K in Q4 2021.
  • 27 funds tracked by Wall St. Rank held PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF as of Q1 2022.

Based on JFS Wealth Advisors's 13F filing for Q1 2022, filed 2 May 2022.