Townsend Asset Management
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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

Savant Capital
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Sellwood Investment Partners
Sellwood Investment Partners Portland, Oregon $284M AUM 15.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Balanced Rock Investment Advisors
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 19.28% 1-Year Est. Return
Arlington Financial Advisors
Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return
Northwest Bancshares
Northwest Bancshares Warren, Pennsylvania $555M AUM 40.47% 1-Year Est. Return
GenWealth Group
GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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. 48 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.
  • 48 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.