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RHS Financial’s PIMCO RAFI ESG US ETF RAFE Stock Holding History

RHS Financial’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
Q1 		$310K Buy
7,453
+388
+5% +$16.6K 0.15% 112
2025
Q4 		$297K Sell
7,065
-1,643
-19% -$67.9K 0.14% 114
2025
Q3 		$354K Sell
8,708
-159
-2% -$6.21K 0.18% 93
2025
Q2 		$338K Sell
8,867
-1,657
-16% -$59.2K 0.19% 88
2025
Q1 		$382K Sell
10,524
-56
-0.5% -$2.08K 0.21% 84
2024
Q4 		$385K Sell
10,580
-41
-0.4% -$1.53K 0.2% 90
2024
Q3 		$395K Sell
10,621
-7,810
-42% -$279K 0.2% 89
2024
Q2 		$649K Sell
18,431
-1,315
-7% -$45.3K 0.4% 57
2024
Q1 		$702K Sell
19,746
-1,796
-8% -$60.5K 0.41% 58
2023
Q4 		$701K Sell
21,542
-5,385
-20% -$163K 0.44% 52
2023
Q3 		$783K Sell
26,927
-497
-2% -$15K 0.55% 48
2023
Q2 		$834K Buy
27,424
+2,899
+12% +$84.4K 0.61% 42
2023
Q1 		$709K Sell
24,525
-2,991
-11% -$85.7K 0.54% 49
2022
Q4 		$768K Sell
27,516
-4,464
-14% -$124K 0.61% 40
2022
Q3 		$812K Sell
31,980
-660
-2% -$18.6K 0.72% 36
2022
Q2 		$898K Sell
32,640
-14,654
-31% -$431K 0.74% 39
2022
Q1 		$1.5M Sell
47,294
-7,376
-13% -$235K 1.1% 32
2021
Q4 		$1.81M Buy
54,670
+623
+1% +$20K 1.26% 27
2021
Q3 		$1.64M Sell
54,047
-1,646
-3% -$51.1K 1.2% 30
2021
Q2 		$1.71M Buy
55,693
+204
+0.4% +$6.21K 1.28% 28
2021
Q1 		$1.62M Buy
55,489
+456
+0.8% +$12.5K 1.35% 25
2020
Q4 		$1.42M Buy
55,033
+9,255
+20% +$224K 1.22% 23
2020
Q3 		$1.03M Buy
45,778
+28,166
+160% +$629K 1.04% 32
2020
Q2 		$377K Buy
17,612
+2,589
+17% +$53.4K 0.44% 49
2020
Q1 		$282K Buy
+15,023
New +$347K 0.38% 56

Other funds holding RAFE

SIP
Sellwood Investment Partners Portland, Oregon $284M AUM 15.58% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BRIA
Balanced Rock Investment Advisors Roslindale, Massachusetts $143M AUM 12.45% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NB
Northwest Bancshares Warren, Pennsylvania $502M AUM 23.55% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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 $94B AUM 20.14% 1-Year Est. Return

RHS Financial's RAFE Position: Q1 2026 in Review

RHS Financial increased its PIMCO RAFI ESG US ETF (RAFE) stake by 5.5% in Q1 2026, buying an estimated $16.6K and bringing the position to 7,453 shares worth $310K. The position accounts for 0.15% of the portfolio, ranked #112.

RHS Financial first reported a position in RAFE in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.81M in Q4 2021. 43 funds tracked by Wall St. Rank hold RAFE as of Q1 2026.

  • RHS Financial held 7,453 shares of PIMCO RAFI ESG US ETF worth $310K as of Q1 2026.
  • RHS Financial bought 388 PIMCO RAFI ESG US ETF shares in Q1 2026, an estimated $16.6K.
  • PIMCO RAFI ESG US ETF made up 0.15% of RHS Financial's portfolio in Q1 2026, its #112 holding.
  • RHS Financial first reported a position in PIMCO RAFI ESG US ETF in Q1 2020 and has held it in 25 quarters since.
  • RHS Financial's PIMCO RAFI ESG US ETF position peaked at $1.81M in Q4 2021.
  • 43 funds tracked by Wall St. Rank held PIMCO RAFI ESG US ETF as of Q1 2026.

Based on RHS Financial's 13F filing for Q1 2026, filed 28 Apr 2026.