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Walkner Condon Financial Advisors’s PIMCO RAFI Dynamic Multi-Factor US Equity ETF MFUS Stock Holding History

Walkner Condon Financial Advisors’s Portfolio MFUS Stock Details MFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$836K Buy
14,306
+2,273
+19% +$135K 0.11% 135
2025
Q4 		$681K Buy
12,033
+2,698
+29% +$151K 0.09% 146
2025
Q3 		$525K Buy
+9,335
New +$509K 0.08% 164

Other funds holding MFUS

SC
Schiavi & Co Wilmington, Delaware $337M AUM 16.69% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $440M AUM 17.66% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $803M AUM 16.89% 1-Year Est. Return
BEAM
Baker Ellis Asset Management Vancouver, Washington $842M AUM 26.57% 1-Year Est. Return
MIM
Marshall Investment Management Littleton, Colorado $208M AUM 30.96% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
E
EntreWealth Austin, Texas $223M AUM 14.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Walkner Condon Financial Advisors's MFUS Position: Q1 2026 in Review

Walkner Condon Financial Advisors increased its PIMCO RAFI Dynamic Multi-Factor US Equity ETF (MFUS) stake by 19% in Q1 2026, buying an estimated $135K and bringing the position to 14,306 shares worth $836K. The position accounts for 0.11% of the portfolio, ranked #135.

Walkner Condon Financial Advisors first reported a position in MFUS in Q3 2025 and has held it in 3 quarters since. 32 funds tracked by Wall St. Rank hold MFUS as of Q1 2026.

  • Walkner Condon Financial Advisors held 14,306 shares of PIMCO RAFI Dynamic Multi-Factor US Equity ETF worth $836K as of Q1 2026.
  • Walkner Condon Financial Advisors bought 2,273 PIMCO RAFI Dynamic Multi-Factor US Equity ETF shares in Q1 2026, an estimated $135K.
  • PIMCO RAFI Dynamic Multi-Factor US Equity ETF made up 0.11% of Walkner Condon Financial Advisors's portfolio in Q1 2026, its #135 holding.
  • Walkner Condon Financial Advisors first reported a position in PIMCO RAFI Dynamic Multi-Factor US Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • 32 funds tracked by Wall St. Rank held PIMCO RAFI Dynamic Multi-Factor US Equity ETF as of Q1 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.