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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
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 $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
FI
Financial Insights Tacoma, Washington $309M AUM 17.27% 1-Year Est. Return

Savant Capital's RAFE Position: Q1 2026 in Review

Savant Capital increased its PIMCO RAFI ESG US ETF (RAFE) stake by 29% in Q1 2026, buying an estimated $2.42M and bringing the position to 254,719 shares worth $10.6M. The position accounts for 0.05% of the portfolio, ranked #176.

Savant Capital first reported a position in RAFE in Q4 2025 and has held it in 2 quarters since. 43 funds tracked by Wall St. Rank hold RAFE as of Q1 2026.

  • Savant Capital held 254,719 shares of PIMCO RAFI ESG US ETF worth $10.6M as of Q1 2026.
  • Savant Capital bought 56,588 PIMCO RAFI ESG US ETF shares in Q1 2026, an estimated $2.42M.
  • PIMCO RAFI ESG US ETF made up 0.05% of Savant Capital's portfolio in Q1 2026, its #176 holding.
  • Savant Capital first reported a position in PIMCO RAFI ESG US ETF in Q4 2025 and has held it in 2 quarters since.
  • 43 funds tracked by Wall St. Rank held PIMCO RAFI ESG US ETF as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.