SC
RAFE icon

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

Savant Capital’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
Q2 		$25.4M Buy
564,233
+309,514
+122% +$14.1M 0.07% 173
2026
Q1 		$10.6M Buy
254,719
+56,588
+29% +$2.42M 0.05% 176
2025
Q4 		$8.32M Buy
+198,131
New +$8.18M 0.05% 192

Other funds holding RAFE

SIP
Sellwood Investment Partners Portland, Oregon $284M AUM 15.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BRIA
Balanced Rock Investment Advisors Roslindale, Massachusetts $160M AUM 15.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
NB
Northwest Bancshares Warren, Pennsylvania $555M AUM 40.47% 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 $110B AUM 26.29% 1-Year Est. Return
FI
Financial Insights Tacoma, Washington $380M AUM 22.53% 1-Year Est. Return

Savant Capital's RAFE Position: Q2 2026 in Review

Savant Capital increased its PIMCO RAFI ESG US ETF (RAFE) stake by 122% in Q2 2026, buying an estimated $14.1M and bringing the position to 564,233 shares worth $25.4M. The position accounts for 0.07% of the portfolio, ranked #173.

Savant Capital first reported a position in RAFE in Q4 2025 and has held it in 3 quarters since. 48 funds tracked by Wall St. Rank hold RAFE as of Q2 2026.

  • Savant Capital held 564,233 shares of PIMCO RAFI ESG US ETF worth $25.4M as of Q2 2026.
  • Savant Capital bought 309,514 PIMCO RAFI ESG US ETF shares in Q2 2026, an estimated $14.1M.
  • PIMCO RAFI ESG US ETF made up 0.07% of Savant Capital's portfolio in Q2 2026, its #173 holding.
  • Savant Capital first reported a position in PIMCO RAFI ESG US ETF in Q4 2025 and has held it in 3 quarters since.
  • 48 funds tracked by Wall St. Rank held PIMCO RAFI ESG US ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.