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Sprinkle Financial Consultants’s PIMCO RAFI ESG US ETF RAFE Stock Holding History

Sprinkle Financial Consultants’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 		$255K Buy
5,329
+25
+0.5% +$1.14K 0.1% 96
2026
Q1 		$221K Buy
5,304
+21
+0.4% +$896 0.1% 95
2025
Q4 		$222K Buy
5,283
+22
+0.4% +$909 0.11% 84
2025
Q3 		$214K Buy
+5,261
New +$206K 0.12% 82

Other funds holding RAFE

SIP
Sellwood Investment Partners Portland, Oregon $284M AUM 15.58% 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
GG
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

Sprinkle Financial Consultants's RAFE Position: Q2 2026 in Review

Sprinkle Financial Consultants increased its PIMCO RAFI ESG US ETF (RAFE) stake by 0.47% in Q2 2026, buying an estimated $1.14K and bringing the position to 5,329 shares worth $255K. The position accounts for 0.1% of the portfolio, ranked #96.

Sprinkle Financial Consultants first reported a position in RAFE in Q3 2025 and has held it in 4 quarters since. 24 funds tracked by Wall St. Rank hold RAFE as of Q2 2026.

  • Sprinkle Financial Consultants held 5,329 shares of PIMCO RAFI ESG US ETF worth $255K as of Q2 2026.
  • Sprinkle Financial Consultants bought 25 PIMCO RAFI ESG US ETF shares in Q2 2026, an estimated $1.14K.
  • PIMCO RAFI ESG US ETF made up 0.1% of Sprinkle Financial Consultants's portfolio in Q2 2026, its #96 holding.
  • Sprinkle Financial Consultants first reported a position in PIMCO RAFI ESG US ETF in Q3 2025 and has held it in 4 quarters since.
  • 24 funds tracked by Wall St. Rank held PIMCO RAFI ESG US ETF as of Q2 2026.

Based on Sprinkle Financial Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.