RHS Financial
RAFE icon

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
Q3 		$404K Buy
8,214
+8
+0.1% +$395 0.14% 111
2026
Q2 		$393K Buy
8,206
+753
+10% +$34.2K 0.16% 100
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

Sellwood Investment Partners
Sellwood Investment Partners Portland, Oregon $279M AUM 9.04% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Arlington Financial Advisors
Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return
GenWealth Group
GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return
Financial Insights
Financial Insights Tacoma, Washington $394M AUM 16.93% 1-Year Est. Return
Prism Advisors
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Golden State Equity Partners
Golden State Equity Partners South Coast Metro, California $1.7B AUM 14.02% 1-Year Est. Return
Flagship Harbor Advisors
Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return
Walkner Condon Financial Advisors
Walkner Condon Financial Advisors Madison, Wisconsin $911M AUM 13.83% 1-Year Est. Return

RHS Financial's RAFE Position: Q3 2026 in Review

RHS Financial increased its PIMCO RAFI ESG US ETF (RAFE) stake by 0.1% in Q3 2026, buying an estimated $395 and bringing the position to 8,214 shares worth $404K. The position accounts for 0.14% of the portfolio, ranked #111.

RHS Financial first reported a position in RAFE in Q1 2020 and has held it in 27 quarters since. The position peaked at $1.81M in Q4 2021. 23 funds tracked by Wall St. Rank hold RAFE as of Q3 2026.

  • RHS Financial held 8,214 shares of PIMCO RAFI ESG US ETF worth $404K as of Q3 2026.
  • RHS Financial bought 8 PIMCO RAFI ESG US ETF shares in Q3 2026, an estimated $395.
  • PIMCO RAFI ESG US ETF made up 0.14% of RHS Financial's portfolio in Q3 2026, its #111 holding.
  • RHS Financial first reported a position in PIMCO RAFI ESG US ETF in Q1 2020 and has held it in 27 quarters since.
  • RHS Financial's PIMCO RAFI ESG US ETF position peaked at $1.81M in Q4 2021.
  • 23 funds tracked by Wall St. Rank held PIMCO RAFI ESG US ETF as of Q3 2026.

Based on RHS Financial's 13F filing for Q3 2026, filed 13 Oct 2026.