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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
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 $337M AUM 16.69% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $803M AUM 16.89% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $440M AUM 17.66% 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
EPW
Evolve Private Wealth Los Angeles, California $1.87B AUM
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Kestra Private Wealth Services's MFDX Position: Q1 2026 in Review

Kestra Private Wealth Services increased its PIMCO RAFI Multi-Factor International Equity ETF (MFDX) stake by 100% in Q1 2026, buying an estimated $565K and bringing the position to 27,856 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #785.

Kestra Private Wealth Services first reported a position in MFDX in Q4 2025 and has held it in 2 quarters since. 60 funds tracked by Wall St. Rank hold MFDX as of Q1 2026.

  • Kestra Private Wealth Services held 27,856 shares of PIMCO RAFI Multi-Factor International Equity ETF worth $1.11M as of Q1 2026.
  • Kestra Private Wealth Services bought 13,919 PIMCO RAFI Multi-Factor International Equity ETF shares in Q1 2026, an estimated $565K.
  • PIMCO RAFI Multi-Factor International Equity ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #785 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 2 quarters since.
  • 60 funds tracked by Wall St. Rank held PIMCO RAFI Multi-Factor International Equity ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.