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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

BGAI

Bruce G. Allen Investments Denver, Colorado $157M AUM 28.14% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

MAC

Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

FZCM

Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 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. 24 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.
24 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.