LFG
RAFE icon

Larson Financial Group’s PIMCO RAFI ESG US ETF RAFE Stock Holding History

Larson Financial Group’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
Q1 		– Sell
-2,418
Closed -$102K – 3764
2025
Q4 		$102K Buy
2,418
+10
+0.4% +$413 ﹤0.01% 925
2025
Q3 		$98K Buy
2,408
+11
+0.5% +$430 ﹤0.01% 909
2025
Q2 		$91.4K Buy
2,397
+12
+0.5% +$429 ﹤0.01% 873
2025
Q1 		$86.6K Buy
2,385
+11
+0.5% +$408 ﹤0.01% 836
2024
Q4 		$86.3K Buy
2,374
+10
+0.4% +$372 ﹤0.01% 756
2024
Q3 		$88K Buy
2,364
+11
+0.5% +$393 0.01% 759
2024
Q2 		$82.9K Buy
2,353
+11
+0.5% +$379 0.01% 695
2024
Q1 		$83.3K Buy
2,342
+12
+0.5% +$404 0.01% 581
2023
Q4 		$75.8K Buy
2,330
+11
+0.5% +$333 0.01% 543
2023
Q3 		$67.4K Buy
2,319
+11
+0.5% +$332 0.01% 540
2023
Q2 		$70.2K Buy
2,308
+12
+0.5% +$349 0.01% 481
2023
Q1 		$66.4K Buy
2,296
+15
+0.7% +$430 0.01% 497
2022
Q4 		$63.7K Buy
2,281
+13
+0.6% +$362 0.01% 477
2022
Q3 		$58K Buy
2,268
+12
+0.5% +$338 0.01% 445
2022
Q2 		$62K Buy
2,256
+10
+0.4% +$294 0.01% 329
2022
Q1 		$71K Buy
2,246
+9
+0.4% +$287 0.01% 323
2021
Q4 		$74K Buy
2,237
+9
+0.4% +$289 0.01% 320
2021
Q3 		$68K Buy
2,228
+8
+0.4% +$248 0.01% 248
2021
Q2 		$68K Buy
2,220
+7
+0.3% +$213 0.02% 227
2021
Q1 		$65K Buy
2,213
+302
+16% +$8.31K 0.02% 218
2020
Q4 		$49K Buy
1,911
+465
+32% +$11.2K 0.02% 225
2020
Q3 		$33K Buy
+1,446
New +$32.3K 0.01% 256

Other funds holding RAFE

SIP
Sellwood Investment Partners Portland, Oregon $284M AUM 15.58% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BRIA
Balanced Rock Investment Advisors Roslindale, Massachusetts $143M AUM 12.45% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NB
Northwest Bancshares Warren, Pennsylvania $502M AUM 23.55% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Larson Financial Group's RAFE Position: Q1 2026 in Review

Larson Financial Group sold out of PIMCO RAFI ESG US ETF (RAFE) in Q1 2026, closing a stake of 2,418 shares — an estimated $102K sold.

Larson Financial Group first reported a position in RAFE in Q3 2020 and held it in 22 quarters. The position peaked at $102K in Q4 2025. 43 funds tracked by Wall St. Rank hold RAFE as of Q1 2026.

  • Larson Financial Group reported no remaining PIMCO RAFI ESG US ETF position as of Q1 2026 after selling out during the quarter.
  • Larson Financial Group sold 2,418 PIMCO RAFI ESG US ETF shares in Q1 2026, an estimated $102K.
  • Larson Financial Group first reported a position in PIMCO RAFI ESG US ETF in Q3 2020 and held it in 22 quarters.
  • Larson Financial Group's PIMCO RAFI ESG US ETF position peaked at $102K in Q4 2025.
  • 43 funds tracked by Wall St. Rank held PIMCO RAFI ESG US ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.