LPL Financial
MFDX icon

LPL Financial’s PIMCO RAFI Multi-Factor International Equity ETF MFDX Stock Holding History

LPL Financial’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 		$12.7M Buy
319,065
+43,598
+16% +$1.77M ﹤0.01% 1803
2025
Q4 		$10.6M Buy
275,467
+28,472
+12% +$1.07M ﹤0.01% 1884
2025
Q3 		$9.18M Buy
246,995
+53,892
+28% +$1.95M ﹤0.01% 1955
2025
Q2 		$6.94M Buy
193,103
+174,596
+943% +$5.89M ﹤0.01% 2033
2025
Q1 		$592K Sell
18,507
-57,146
-76% -$1.79M ﹤0.01% 4010
2024
Q4 		$2.23M Buy
75,653
+25,989
+52% +$799K ﹤0.01% 2756
2024
Q3 		$1.61M Buy
49,664
+20,330
+69% +$632K ﹤0.01% 2938
2024
Q2 		$888K Buy
29,334
+3,999
+16% +$121K ﹤0.01% 3363
2024
Q1 		$778K Buy
+25,335
New +$746K ﹤0.01% 3412
2019
Q2 		– Sell
-8,826
Closed -$217K – 3316
2019
Q1 		$217K Buy
+8,826
New +$211K ﹤0.01% 2884
2018
Q4 		– Sell
-8,573
Closed -$222K – 3179
2018
Q3 		$222K Buy
8,573
+237
+3% +$6.1K ﹤0.01% 2919
2018
Q2 		$216K Buy
8,336
+241
+3% +$6.42K ﹤0.01% 2927
2018
Q1 		$214K Buy
+8,095
New +$218K ﹤0.01% 2908

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
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial's MFDX Position: Q1 2026 in Review

LPL Financial increased its PIMCO RAFI Multi-Factor International Equity ETF (MFDX) stake by 16% in Q1 2026, buying an estimated $1.77M and bringing the position to 319,065 shares worth $12.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1803.

LPL Financial first reported a position in MFDX in Q1 2018 and has held it in 13 quarters since. 60 funds tracked by Wall St. Rank hold MFDX as of Q1 2026.

  • LPL Financial held 319,065 shares of PIMCO RAFI Multi-Factor International Equity ETF worth $12.7M as of Q1 2026.
  • LPL Financial bought 43,598 PIMCO RAFI Multi-Factor International Equity ETF shares in Q1 2026, an estimated $1.77M.
  • PIMCO RAFI Multi-Factor International Equity ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #1803 holding.
  • LPL Financial first reported a position in PIMCO RAFI Multi-Factor International Equity ETF in Q1 2018 and has held it in 13 quarters since.
  • 60 funds tracked by Wall St. Rank held PIMCO RAFI Multi-Factor International Equity ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.