KW
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$323K Buy
8,883
+3,110
+54% +$113K 0.04% 117
2025
Q1 		$210K Buy
+5,773
New +$210K 0.03% 143