Milestone Investment Advisors’s PIMCO RAFI ESG US ETF RAFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $241K | Buy |
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|
2025
Q2 | $226K | Buy |
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|
2025
Q1 | $215K | Sell |
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|
2024
Q4 | $219K | Sell |
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|
2024
Q3 | $225K | Buy |
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|
2024
Q2 | $213K | Sell |
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|
2024
Q1 | $305K | Hold |
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|
2023
Q4 | $279K | Buy |
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|
2023
Q3 | $247K | Buy |
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|
2023
Q2 | $232K | Sell |
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|
2023
Q1 | $444K | Buy |
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|
2022
Q4 | $423K | Buy |
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