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Mason & Associates (California)’s PIMCO RAFI ESG US ETF RAFE Stock Holding History

Mason & Associates (California)’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 		$771K Sell
16,106
-4,032
-20% -$183K 0.12% 89
2026
Q1 		$820K Buy
20,138
+358
+2% +$15.3K 0.16% 74
2025
Q4 		$831K Buy
+19,780
New +$817K 0.16% 70

Other funds holding RAFE

SIP
Sellwood Investment Partners Portland, Oregon $284M AUM 15.58% 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 19.34% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
BGAI
Bruce G. Allen Investments Denver, Colorado $157M AUM 28.14% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
FZCM
Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 1-Year Est. Return

Mason & Associates (California)'s RAFE Position: Q2 2026 in Review

Mason & Associates (California) reduced its PIMCO RAFI ESG US ETF (RAFE) stake by 20% in Q2 2026, selling an estimated $183K and leaving 16,106 shares worth $771K. The position accounts for 0.12% of the portfolio, ranked #89.

Mason & Associates (California) first reported a position in RAFE in Q4 2025 and has held it in 3 quarters since. The position peaked at $831K in Q4 2025. 24 funds tracked by Wall St. Rank hold RAFE as of Q2 2026.

  • Mason & Associates (California) held 16,106 shares of PIMCO RAFI ESG US ETF worth $771K as of Q2 2026.
  • Mason & Associates (California) sold 4,032 PIMCO RAFI ESG US ETF shares in Q2 2026, an estimated $183K.
  • PIMCO RAFI ESG US ETF made up 0.12% of Mason & Associates (California)'s portfolio in Q2 2026, its #89 holding.
  • Mason & Associates (California) first reported a position in PIMCO RAFI ESG US ETF in Q4 2025 and has held it in 3 quarters since.
  • Mason & Associates (California)'s PIMCO RAFI ESG US ETF position peaked at $831K in Q4 2025.
  • 24 funds tracked by Wall St. Rank held PIMCO RAFI ESG US ETF as of Q2 2026.

Based on Mason & Associates (California)'s 13F filing for Q2 2026, filed 23 Jul 2026.