Milestone Investment Advisors’s PIMCO RAFI ESG US ETF RAFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Buy |
5,927
+2
| +0% | +$76 | 0.06% | 78 |
|
|
2025
Q1 | $215K | Sell |
5,925
-99
| -2% | -$3.6K | 0.06% | 77 |
|
|
2024
Q4 | $219K | Sell |
6,024
-14
| -0.2% | -$509 | 0.06% | 77 |
|
|
2024
Q3 | $225K | Buy |
6,038
+1
| +0% | +$37 | 0.06% | 78 |
|
|
2024
Q2 | $213K | Sell |
6,037
-2,534
| -30% | -$89.3K | 0.06% | 75 |
|
|
2024
Q1 | $305K | Hold |
8,571
| – | – | 0.08% | 68 |
|
|
2023
Q4 | $279K | Buy |
8,571
+64
| +0.8% | +$2.08K | 0.08% | 63 |
|
|
2023
Q3 | $247K | Buy |
8,507
+863
| +11% | +$25.1K | 0.07% | 91 |
|
|
2023
Q2 | $232K | Sell |
7,644
-7,718
| -50% | -$235K | 0.07% | 66 |
|
|
2023
Q1 | $444K | Buy |
15,362
+200
| +1% | +$5.78K | 0.14% | 63 |
|
|
2022
Q4 | $423K | Buy |
+15,162
| New | +$423K | 0.15% | 48 |
|