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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
Q2 		$333K Buy
6,954
+998
+17% +$45.3K 0.07% 75
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

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
SIP
Sellwood Investment Partners Portland, Oregon $284M AUM 15.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BRIA
Balanced Rock Investment Advisors Roslindale, Massachusetts $160M AUM 15.92% 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
NB
Northwest Bancshares Warren, Pennsylvania $555M AUM 40.47% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Milestone Investment Advisors's RAFE Position: Q2 2026 in Review

Milestone Investment Advisors increased its PIMCO RAFI ESG US ETF (RAFE) stake by 17% in Q2 2026, buying an estimated $45.3K and bringing the position to 6,954 shares worth $333K. The position accounts for 0.07% of the portfolio, ranked #75.

Milestone Investment Advisors first reported a position in RAFE in Q4 2022 and has held it in 15 quarters since. The position peaked at $444K in Q1 2023. 48 funds tracked by Wall St. Rank hold RAFE as of Q2 2026.

  • Milestone Investment Advisors held 6,954 shares of PIMCO RAFI ESG US ETF worth $333K as of Q2 2026.
  • Milestone Investment Advisors bought 998 PIMCO RAFI ESG US ETF shares in Q2 2026, an estimated $45.3K.
  • PIMCO RAFI ESG US ETF made up 0.07% of Milestone Investment Advisors's portfolio in Q2 2026, its #75 holding.
  • Milestone Investment Advisors first reported a position in PIMCO RAFI ESG US ETF in Q4 2022 and has held it in 15 quarters since.
  • Milestone Investment Advisors's PIMCO RAFI ESG US ETF position peaked at $444K in Q1 2023.
  • 48 funds tracked by Wall St. Rank held PIMCO RAFI ESG US ETF as of Q2 2026.

Based on Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.