McKinley Carter Wealth Services
MFUS icon

McKinley Carter Wealth Services’s PIMCO RAFI Dynamic Multi-Factor US Equity ETF MFUS Stock Holding History

McKinley Carter Wealth Services’s Portfolio MFUS Stock Details MFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$243K Buy
+3,756
New +$248K 0.01% 300

Other funds holding MFUS

Baker Ellis Asset Management
Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return
E
EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return
FGC
First Growth Capital Pikesville, Maryland $124M AUM 37.1% 1-Year Est. Return

McKinley Carter Wealth Services's MFUS Position: Q3 2026 in Review

McKinley Carter Wealth Services opened a new position in PIMCO RAFI Dynamic Multi-Factor US Equity ETF (MFUS) in Q3 2026: 3,756 shares worth $243K. The stake represents 0.01% of the portfolio and ranks #300 among its holdings.

5 funds tracked by Wall St. Rank hold MFUS as of Q3 2026.

  • McKinley Carter Wealth Services held 3,756 shares of PIMCO RAFI Dynamic Multi-Factor US Equity ETF worth $243K as of Q3 2026.
  • PIMCO RAFI Dynamic Multi-Factor US Equity ETF was a new McKinley Carter Wealth Services position in Q3 2026.
  • PIMCO RAFI Dynamic Multi-Factor US Equity ETF made up 0.01% of McKinley Carter Wealth Services's portfolio in Q3 2026, its #300 holding.
  • 5 funds tracked by Wall St. Rank held PIMCO RAFI Dynamic Multi-Factor US Equity ETF as of Q3 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q3 2026, filed 16 Oct 2026.