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Smartleaf Asset Management’s PIMCO RAFI ESG US ETF RAFE Stock Holding History

Smartleaf Asset Management’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 		$59.2K Hold
1,453
– – ﹤0.01% 1369
2025
Q4 		$61.7K Hold
1,453
– – ﹤0.01% 1441
2025
Q3 		$58.7K Hold
1,453
– – ﹤0.01% 1317
2025
Q2 		$54.9K Buy
+1,453
New +$51.9K ﹤0.01% 1125

Other funds holding RAFE

SIP
Sellwood Investment Partners Portland, Oregon $284M AUM 15.58% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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

Smartleaf Asset Management's RAFE Position: Q1 2026 in Review

Smartleaf Asset Management held its PIMCO RAFI ESG US ETF (RAFE) position steady in Q1 2026 at 1,453 shares worth $59.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1369.

Smartleaf Asset Management first reported a position in RAFE in Q2 2025 and has held it in 4 quarters since. The position peaked at $61.7K in Q4 2025. 43 funds tracked by Wall St. Rank hold RAFE as of Q1 2026.

  • Smartleaf Asset Management held 1,453 shares of PIMCO RAFI ESG US ETF worth $59.2K as of Q1 2026.
  • Smartleaf Asset Management left its PIMCO RAFI ESG US ETF share count unchanged in Q1 2026.
  • PIMCO RAFI ESG US ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #1369 holding.
  • Smartleaf Asset Management first reported a position in PIMCO RAFI ESG US ETF in Q2 2025 and has held it in 4 quarters since.
  • Smartleaf Asset Management's PIMCO RAFI ESG US ETF position peaked at $61.7K in Q4 2025.
  • 43 funds tracked by Wall St. Rank held PIMCO RAFI ESG US ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.