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Kestra Private Wealth Services’s PIMCO RAFI Multi-Factor International Equity ETF MFDX Stock Holding History

Kestra Private Wealth Services’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
2026
Q2 		$389K Sell
9,351
-18,505
-66% -$771K ﹤0.01% 1381
2026
Q1 		$1.11M Buy
27,856
+13,919
+100% +$565K 0.01% 785
2025
Q4 		$536K Buy
+13,937
New +$523K 0.01% 1126

Other funds holding MFDX

SC
Schiavi & Co Wilmington, Delaware $378M AUM 16.22% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return
IA
IFC Advisors Los Angeles, California $788M AUM 19.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kestra Private Wealth Services's MFDX Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its PIMCO RAFI Multi-Factor International Equity ETF (MFDX) stake by 66% in Q2 2026, selling an estimated $771K and leaving 9,351 shares worth $389K. The position accounts for ﹤0.01% of the portfolio, ranked #1381.

Kestra Private Wealth Services first reported a position in MFDX in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.11M in Q1 2026. 59 funds tracked by Wall St. Rank hold MFDX as of Q2 2026.

  • Kestra Private Wealth Services held 9,351 shares of PIMCO RAFI Multi-Factor International Equity ETF worth $389K as of Q2 2026.
  • Kestra Private Wealth Services sold 18,505 PIMCO RAFI Multi-Factor International Equity ETF shares in Q2 2026, an estimated $771K.
  • PIMCO RAFI Multi-Factor International Equity ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1381 holding.
  • Kestra Private Wealth Services first reported a position in PIMCO RAFI Multi-Factor International Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • Kestra Private Wealth Services's PIMCO RAFI Multi-Factor International Equity ETF position peaked at $1.11M in Q1 2026.
  • 59 funds tracked by Wall St. Rank held PIMCO RAFI Multi-Factor International Equity ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.