Milestone Investment Advisors’s PIMCO RAFI ESG US ETF RAFE Stock Holding History

Milestone Investment Advisors’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	$248K	Buy	5,956 +3	+0.1%	+$128	0.06%	82
2025 Q4	$250K	Buy	5,953 +23	+0.4%	+$950	0.06%	79
2025 Q3	$241K	Buy	5,930 +3	+0.1%	+$117	0.06%	77
2025 Q2	$226K	Buy	5,927 +2	+0%	+$72	0.06%	78
2025 Q1	$215K	Sell	5,925 -99	-2%	-$3.67K	0.06%	77
2024 Q4	$219K	Sell	6,024 -14	-0.2%	-$521	0.06%	77
2024 Q3	$225K	Buy	6,038 +1	+0%	+$36	0.06%	78
2024 Q2	$213K	Sell	6,037 -2,534	-30%	-$87.2K	0.06%	75
2024 Q1	$305K	Hold	8,571	–	–	0.08%	68
2023 Q4	$279K	Buy	8,571 +64	+0.8%	+$1.94K	0.08%	63
2023 Q3	$247K	Buy	8,507 +863	+11%	+$26.1K	0.07%	91
2023 Q2	$232K	Sell	7,644 -7,718	-50%	-$225K	0.07%	66
2023 Q1	$444K	Buy	15,362 +200	+1%	+$5.73K	0.14%	63
2022 Q4	$423K	Buy	+15,162	New	+$422K	0.15%	48

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

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 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

Milestone Investment Advisors's RAFE Position: Q1 2026 in Review

Milestone Investment Advisors increased its PIMCO RAFI ESG US ETF (RAFE) stake by 0.05% in Q1 2026, buying an estimated $128 and bringing the position to 5,956 shares worth $248K. The position accounts for 0.06% of the portfolio, ranked #82.

Milestone Investment Advisors first reported a position in RAFE in Q4 2022 and has held it in 14 quarters since. The position peaked at $444K in Q1 2023. 43 funds tracked by Wall St. Rank hold RAFE as of Q1 2026.

Milestone Investment Advisors held 5,956 shares of PIMCO RAFI ESG US ETF worth $248K as of Q1 2026.
Milestone Investment Advisors bought 3 PIMCO RAFI ESG US ETF shares in Q1 2026, an estimated $128.
PIMCO RAFI ESG US ETF made up 0.06% of Milestone Investment Advisors's portfolio in Q1 2026, its #82 holding.
Milestone Investment Advisors first reported a position in PIMCO RAFI ESG US ETF in Q4 2022 and has held it in 14 quarters since.
Milestone Investment Advisors's PIMCO RAFI ESG US ETF position peaked at $444K in Q1 2023.
43 funds tracked by Wall St. Rank held PIMCO RAFI ESG US ETF as of Q1 2026.

Based on Milestone Investment Advisors's 13F filing for Q1 2026, filed 5 May 2026.