UBS Group
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UBS Group’s PIMCO RAFI Multi-Factor International Equity ETF MFDX Stock Holding History

UBS Group’s Portfolio MFDX Stock Details MFDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.3K Buy
+258
New +$10.5K ﹤0.01% 8373
2025
Q4 		– Sell
-453
Closed -$16.8K – 10921
2025
Q3 		$16.8K Buy
+453
New +$16.4K ﹤0.01% 8268
2024
Q2 		– Sell
-362
Closed -$11.1K – 9877
2024
Q1 		$11.1K Buy
+362
New +$10.7K ﹤0.01% 7197
2023
Q4 		– Sell
-22
Closed -$595 – 9663
2023
Q3 		$595 Buy
22
+4
+22% +$111 ﹤0.01% 8390
2023
Q2 		$507 Sell
18
-16
-47% -$445 ﹤0.01% 8203
2023
Q1 		$938 Buy
+34
New +$920 ﹤0.01% 8873
2022
Q4 		– Sell
-1,779
Closed -$40K – 10983
2022
Q3 		$40K Buy
1,779
+1,645
+1,228% +$40.6K ﹤0.01% 6567
2022
Q2 		$3K Buy
+134
New +$3.61K ﹤0.01% 9341
2021
Q4 		– Sell
-68
Closed -$2K – 10516
2021
Q3 		$2K Sell
68
-396
-85% -$11.8K ﹤0.01% 8965
2021
Q2 		$14K Sell
464
-185
-29% -$5.49K ﹤0.01% 7709
2021
Q1 		$18K Sell
649
-1,143
-64% -$32.2K ﹤0.01% 7465
2020
Q4 		$49K Buy
+1,792
New +$45.9K ﹤0.01% 6201
2020
Q3 		– Sell
-837
Closed -$19K – 8251
2020
Q2 		$19K Sell
837
-2,152
-72% -$46.2K ﹤0.01% 6591
2020
Q1 		$59K Buy
2,989
+2,928
+4,800% +$69.5K ﹤0.01% 5691
2019
Q4 		$2K Sell
61
-81
-57% -$2.06K ﹤0.01% 7837
2019
Q3 		$4K Sell
142
-389
-73% -$9.52K ﹤0.01% 7556
2019
Q2 		$13K Sell
531
-285
-35% -$7K ﹤0.01% 6896
2019
Q1 		$20K Buy
+816
New +$19.5K ﹤0.01% 6305
2018
Q4 		– Sell
-420
Closed -$11K – 8194
2018
Q3 		$11K Buy
+420
New +$10.8K ﹤0.01% 7115

Other funds holding MFDX

SC
Schiavi & Co Wilmington, Delaware $337M AUM 16.69% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $803M AUM 16.89% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $440M AUM 17.66% 1-Year Est. Return
IA
IFC Advisors Los Angeles, California $699M AUM 17.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
EPW
Evolve Private Wealth Los Angeles, California $1.87B AUM
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

UBS Group's MFDX Position: Q1 2026 in Review

UBS Group opened a new position in PIMCO RAFI Multi-Factor International Equity ETF (MFDX) in Q1 2026: 258 shares worth $10.3K. The stake represents ﹤0.01% of the portfolio and ranks #8373 among its holdings. This is a return to the name: UBS Group previously reported a position in MFDX as recently as Q3 2025.

UBS Group first reported a position in MFDX in Q3 2018 and has held it in 19 quarters since. The position peaked at $59K in Q1 2020. 60 funds tracked by Wall St. Rank hold MFDX as of Q1 2026.

  • UBS Group held 258 shares of PIMCO RAFI Multi-Factor International Equity ETF worth $10.3K as of Q1 2026.
  • PIMCO RAFI Multi-Factor International Equity ETF was a new UBS Group position in Q1 2026.
  • PIMCO RAFI Multi-Factor International Equity ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8373 holding.
  • UBS Group first reported a position in PIMCO RAFI Multi-Factor International Equity ETF in Q3 2018 and has held it in 19 quarters since.
  • UBS Group's PIMCO RAFI Multi-Factor International Equity ETF position peaked at $59K in Q1 2020.
  • 60 funds tracked by Wall St. Rank held PIMCO RAFI Multi-Factor International Equity ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.