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Sellwood Investment Partners’s PIMCO RAFI ESG US ETF RAFE Stock Holding History

Sellwood Investment Partners’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 		$22.5M Sell
470,325
-29,086
-6% -$1.32M 7.94% 4
2026
Q1 		$20.8M Buy
499,411
+9,276
+2% +$396K 8.19% 3
2025
Q4 		$20.6M Sell
490,135
-18,605
-4% -$768K 8.04% 4
2025
Q3 		$20.7M Buy
508,740
+1,877
+0.4% +$73.3K 8.24% 3
2025
Q2 		$19.3M Buy
506,863
+3,678
+0.7% +$131K 9.24% 3
2025
Q1 		$18.3M Buy
503,185
+39,262
+8% +$1.46M 9.54% 3
2024
Q4 		$16.9M Buy
+463,923
New +$17.3M 9.07% 3

Other funds holding RAFE

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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

Sellwood Investment Partners's RAFE Position: Q2 2026 in Review

Sellwood Investment Partners reduced its PIMCO RAFI ESG US ETF (RAFE) stake by 5.8% in Q2 2026, selling an estimated $1.32M and leaving 470,325 shares worth $22.5M. The position accounts for 7.94% of the portfolio, ranked #4.

Sellwood Investment Partners first reported a position in RAFE in Q4 2024 and has held it in 7 quarters since. 48 funds tracked by Wall St. Rank hold RAFE as of Q2 2026.

  • Sellwood Investment Partners held 470,325 shares of PIMCO RAFI ESG US ETF worth $22.5M as of Q2 2026.
  • Sellwood Investment Partners sold 29,086 PIMCO RAFI ESG US ETF shares in Q2 2026, an estimated $1.32M.
  • PIMCO RAFI ESG US ETF made up 7.94% of Sellwood Investment Partners's portfolio in Q2 2026, its #4 holding.
  • Sellwood Investment Partners first reported a position in PIMCO RAFI ESG US ETF in Q4 2024 and has held it in 7 quarters since.
  • 48 funds tracked by Wall St. Rank held PIMCO RAFI ESG US ETF as of Q2 2026.

Based on Sellwood Investment Partners's 13F filing for Q2 2026, filed 28 Jul 2026.