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

Prism 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
Q3 		$1.64M Buy
+33,139
New +$1.63M 0.41% 42

Other funds holding RAFE

GenWealth Group
GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
RF
RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BA
Blueline Advisors Exeter, New Hampshire $142M AUM 7.87% 1-Year Est. Return

Prism Advisors's RAFE Position: Q3 2026 in Review

Prism Advisors opened a new position in PIMCO RAFI ESG US ETF (RAFE) in Q3 2026: 33,139 shares worth $1.64M. The stake represents 0.41% of the portfolio and ranks #42 among its holdings.

8 funds tracked by Wall St. Rank hold RAFE as of Q3 2026.

  • Prism Advisors held 33,139 shares of PIMCO RAFI ESG US ETF worth $1.64M as of Q3 2026.
  • PIMCO RAFI ESG US ETF was a new Prism Advisors position in Q3 2026.
  • PIMCO RAFI ESG US ETF made up 0.41% of Prism Advisors's portfolio in Q3 2026, its #42 holding.
  • 8 funds tracked by Wall St. Rank held PIMCO RAFI ESG US ETF as of Q3 2026.

Based on Prism Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.