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Kestra Private Wealth Services’s PIMCO RAFI ESG US ETF RAFE Stock Holding History

Kestra Private Wealth Services’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 		$223K Buy
+4,659
New +$212K ﹤0.01% 1642

Other funds holding RAFE

SIP
Sellwood Investment Partners Portland, Oregon $284M AUM 15.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
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
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
FZCM
Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 1-Year Est. Return

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

Kestra Private Wealth Services opened a new position in PIMCO RAFI ESG US ETF (RAFE) in Q2 2026: 4,659 shares worth $223K. The stake represents ﹤0.01% of the portfolio and ranks #1642 among its holdings.

23 funds tracked by Wall St. Rank hold RAFE as of Q2 2026.

  • Kestra Private Wealth Services held 4,659 shares of PIMCO RAFI ESG US ETF worth $223K as of Q2 2026.
  • PIMCO RAFI ESG US ETF was a new Kestra Private Wealth Services position in Q2 2026.
  • PIMCO RAFI ESG US ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1642 holding.
  • 23 funds tracked by Wall St. Rank held PIMCO RAFI ESG US ETF as of Q2 2026.

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