Moloney Securities Asset Management’s PIMCO RAFI Dynamic Multi-Factor US Equity ETF MFUS Stock Holding History

Moloney Securities Asset Management’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
2025 Q3	$2.57M	Buy	45,758 +383	+0.8%	+$20.9K	0.31%	75
2025 Q2	$2.43M	Sell	45,375 -830	-2%	-$41.7K	0.3%	70
2025 Q1	$2.32M	Sell	46,205 -532	-1%	-$27.2K	0.31%	73
2024 Q4	$2.32M	Buy	46,737 +622	+1%	+$31.7K	0.31%	81
2024 Q3	$2.33M	Sell	46,115 -549	-1%	-$26.6K	0.31%	77
2024 Q2	$2.21M	Sell	46,664 -172	-0.4%	-$7.94K	0.32%	75
2024 Q1	$2.21M	Sell	46,836 -2,225	-5%	-$98.4K	0.33%	76
2023 Q4	$2.05M	Buy	49,061 +6,673	+16%	+$261K	0.33%	72
2023 Q3	$1.63M	Sell	42,388 -2,957	-7%	-$117K	0.29%	79
2023 Q2	$1.79M	Buy	45,345 +69	+0.2%	+$2.63K	0.32%	77
2023 Q1	$1.73M	Sell	45,276 -1,279	-3%	-$49.4K	0.32%	81
2022 Q4	$1.77M	Sell	46,555 -273	-0.6%	-$10.4K	0.39%	75
2022 Q3	$1.6M	Sell	46,828 -1,553	-3%	-$58K	0.39%	68
2022 Q2	$1.75M	Sell	48,381 -432	-0.9%	-$16.9K	0.41%	69
2022 Q1	$2.02M	Sell	48,813 -1,004	-2%	-$40.6K	0.39%	75
2021 Q4	$2.06M	Sell	49,817 -349	-0.7%	-$14.1K	0.35%	71
2021 Q3	$1.93M	Buy	50,166 +2,097	+4%	+$81.9K	0.35%	87
2021 Q2	$1.88M	Buy	48,069 +79	+0.2%	+$3.02K	0.34%	84
2021 Q1	$1.75M	Buy	47,990 +1,364	+3%	+$48.1K	0.34%	84
2020 Q4	$1.58M	Sell	46,626 -1,645	-3%	-$52.6K	0.35%	79
2020 Q3	$1.44M	Buy	48,271 +23,620	+96%	+$694K	0.38%	81
2020 Q2	$683K	Buy	24,651 +1,048	+4%	+$27.7K	0.2%	128
2020 Q1	$560K	Buy	23,603 +3,994	+20%	+$116K	0.2%	123
2019 Q4	$612K	Sell	19,609 -661	-3%	-$20.1K	0.19%	142
2019 Q3	$609K	Buy	20,270 +13,168	+185%	+$388K	0.2%	132
2019 Q2	$207K	Buy	+7,102	New	+$203K	0.07%	284
2019 Q1	–	Sell	-9,747	Closed	-$246K	–	313
2018 Q4	$246K	Buy	+9,747	New	+$269K	0.1%	220

Other funds holding MFUS

Schiavi & Co Wilmington, Delaware $378M AUM 16.22% 1-Year Est. Return

AWM

Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return

BEAM

Baker Ellis Asset Management Vancouver, Washington $964M AUM 39.24% 1-Year Est. Return

MIM

Marshall Investment Management Littleton, Colorado $241M AUM 30.53% 1-Year Est. Return

Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return

EntreWealth Austin, Texas $270M AUM 17.72% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Moloney Securities Asset Management's MFUS Position: Q3 2025 in Review

Moloney Securities Asset Management increased its PIMCO RAFI Dynamic Multi-Factor US Equity ETF (MFUS) stake by 0.84% in Q3 2025, buying an estimated $20.9K and bringing the position to 45,758 shares worth $2.57M. The position accounts for 0.31% of the portfolio, ranked #75.

Moloney Securities Asset Management first reported a position in MFUS in Q4 2018 and has held it in 27 quarters since. 30 funds tracked by Wall St. Rank hold MFUS as of Q3 2025.

Moloney Securities Asset Management held 45,758 shares of PIMCO RAFI Dynamic Multi-Factor US Equity ETF worth $2.57M as of Q3 2025.
Moloney Securities Asset Management bought 383 PIMCO RAFI Dynamic Multi-Factor US Equity ETF shares in Q3 2025, an estimated $20.9K.
PIMCO RAFI Dynamic Multi-Factor US Equity ETF made up 0.31% of Moloney Securities Asset Management's portfolio in Q3 2025, its #75 holding.
Moloney Securities Asset Management first reported a position in PIMCO RAFI Dynamic Multi-Factor US Equity ETF in Q4 2018 and has held it in 27 quarters since.
30 funds tracked by Wall St. Rank held PIMCO RAFI Dynamic Multi-Factor US Equity ETF as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.