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

LPL Financial’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	$7.12M	Buy	171,016 +112,864	+194%	+$4.82M	﹤0.01%	2311
2025 Q4	$2.44M	Buy	58,152 +8,791	+18%	+$363K	﹤0.01%	3208
2025 Q3	$2.01M	Buy	49,361 +10,897	+28%	+$426K	﹤0.01%	3315
2025 Q2	$1.47M	Buy	38,464 +837	+2%	+$29.9K	﹤0.01%	3405
2025 Q1	$1.37M	Buy	37,627 +1,152	+3%	+$42.8K	﹤0.01%	3286
2024 Q4	$1.33M	Buy	36,475 +4,933	+16%	+$184K	﹤0.01%	3241
2024 Q3	$1.17M	Sell	31,542 -11,364	-26%	-$406K	﹤0.01%	3241
2024 Q2	$1.51M	Buy	+42,906	New	+$1.48M	﹤0.01%	2863

Other funds holding RAFE

SIP

Sellwood Investment Partners Portland, Oregon $284M AUM 15.58% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Northwest Bancshares Warren, Pennsylvania $502M AUM 23.55% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Financial Insights Tacoma, Washington $309M AUM 17.27% 1-Year Est. Return

LPL Financial's RAFE Position: Q1 2026 in Review

LPL Financial increased its PIMCO RAFI ESG US ETF (RAFE) stake by 194% in Q1 2026, buying an estimated $4.82M and bringing the position to 171,016 shares worth $7.12M. The position accounts for ﹤0.01% of the portfolio, ranked #2311.

LPL Financial first reported a position in RAFE in Q2 2024 and has held it in 8 quarters since. 43 funds tracked by Wall St. Rank hold RAFE as of Q1 2026.

LPL Financial held 171,016 shares of PIMCO RAFI ESG US ETF worth $7.12M as of Q1 2026.
LPL Financial bought 112,864 PIMCO RAFI ESG US ETF shares in Q1 2026, an estimated $4.82M.
PIMCO RAFI ESG US ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2311 holding.
LPL Financial first reported a position in PIMCO RAFI ESG US ETF in Q2 2024 and has held it in 8 quarters since.
43 funds tracked by Wall St. Rank held PIMCO RAFI ESG US ETF as of Q1 2026.

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