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Retirement Capital Strategies’s PIMCO RAFI ESG US ETF RAFE Stock Holding History

Retirement Capital Strategies’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
2021
Q2 		– Sell
-49,198
Closed -$1.44M – 85
2021
Q1 		$1.44M Buy
+49,198
New +$1.35M 0.57% 32

Other funds holding RAFE

AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
RF
RHS Financial San Francisco, California $211M AUM 20.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
TNA
True North Advisors Dallas, Texas $1.05B AUM 22.99% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Retirement Capital Strategies's RAFE Position: Q2 2021 in Review

Retirement Capital Strategies sold out of PIMCO RAFI ESG US ETF (RAFE) in Q2 2021, closing a stake of 49,198 shares — an estimated $1.44M sold.

Retirement Capital Strategies first reported a position in RAFE in Q1 2021 and held it in 1 quarter. The position peaked at $1.44M in Q1 2021. 13 funds tracked by Wall St. Rank hold RAFE as of Q2 2021.

  • Retirement Capital Strategies reported no remaining PIMCO RAFI ESG US ETF position as of Q2 2021 after selling out during the quarter.
  • Retirement Capital Strategies sold 49,198 PIMCO RAFI ESG US ETF shares in Q2 2021, an estimated $1.44M.
  • Retirement Capital Strategies first reported a position in PIMCO RAFI ESG US ETF in Q1 2021 and held it in 1 quarter.
  • Retirement Capital Strategies's PIMCO RAFI ESG US ETF position peaked at $1.44M in Q1 2021.
  • 13 funds tracked by Wall St. Rank held PIMCO RAFI ESG US ETF as of Q2 2021.

Based on Retirement Capital Strategies's 13F filing for Q2 2021, filed 28 Jul 2021.