KWB Wealth
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KWB Wealth’s PIMCO RAFI ESG US ETF RAFE Stock Holding History

KWB Wealth’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 		– Sell
-8,861
Closed -$372K – 182
2026
Q1 		$372K Sell
8,861
-846
-9% -$36.1K 0.04% 116
2025
Q4 		$408K Buy
9,707
+179
+2% +$7.39K 0.04% 119
2025
Q3 		$363K Buy
9,528
+645
+7% +$25.2K 0.04% 103
2025
Q2 		$323K Buy
8,883
+3,110
+54% +$111K 0.04% 117
2025
Q1 		$210K Buy
+5,773
New +$214K 0.03% 143

Other funds holding RAFE

Savant Capital
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
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
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 19.28% 1-Year Est. Return
Arlington Financial Advisors
Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return
NB
Northwest Bancshares Warren, Pennsylvania $555M AUM 40.47% 1-Year Est. Return
GenWealth Group
GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

KWB Wealth's RAFE Position: Q2 2026 in Review

KWB Wealth sold out of PIMCO RAFI ESG US ETF (RAFE) in Q2 2026, closing a stake of 8,861 shares — an estimated $372K sold.

KWB Wealth first reported a position in RAFE in Q1 2025 and held it in 5 quarters. The position peaked at $408K in Q4 2025. 48 funds tracked by Wall St. Rank hold RAFE as of Q2 2026.

  • KWB Wealth reported no remaining PIMCO RAFI ESG US ETF position as of Q2 2026 after selling out during the quarter.
  • KWB Wealth sold 8,861 PIMCO RAFI ESG US ETF shares in Q2 2026, an estimated $372K.
  • KWB Wealth first reported a position in PIMCO RAFI ESG US ETF in Q1 2025 and held it in 5 quarters.
  • KWB Wealth's PIMCO RAFI ESG US ETF position peaked at $408K in Q4 2025.
  • 48 funds tracked by Wall St. Rank held PIMCO RAFI ESG US ETF as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.