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

Townsend 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
Q2 		$213K Buy
+4,447
New +$202K 0.07% 136
2026
Q1 		– Sell
-4,815
Closed -$202K – 191
2025
Q4 		$202K Buy
+4,815
New +$199K 0.07% 123

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

Townsend Asset Management's RAFE Position: Q2 2026 in Review

Townsend Asset Management opened a new position in PIMCO RAFI ESG US ETF (RAFE) in Q2 2026: 4,447 shares worth $213K. The stake represents 0.07% of the portfolio and ranks #136 among its holdings. This is a return to the name: Townsend Asset Management previously reported a position in RAFE as recently as Q4 2025.

Townsend Asset Management first reported a position in RAFE in Q4 2025 and has held it in 2 quarters since. 24 funds tracked by Wall St. Rank hold RAFE as of Q2 2026.

  • Townsend Asset Management held 4,447 shares of PIMCO RAFI ESG US ETF worth $213K as of Q2 2026.
  • PIMCO RAFI ESG US ETF was a new Townsend Asset Management position in Q2 2026.
  • PIMCO RAFI ESG US ETF made up 0.07% of Townsend Asset Management's portfolio in Q2 2026, its #136 holding.
  • Townsend Asset Management first reported a position in PIMCO RAFI ESG US ETF in Q4 2025 and has held it in 2 quarters since.
  • 24 funds tracked by Wall St. Rank held PIMCO RAFI ESG US ETF as of Q2 2026.

Based on Townsend Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.