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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
Q2 		$1.19M Buy
17,728
+3,422
+24% +$217K 0.14% 116
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 $378M AUM 16.22% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
BEAM
Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return
MIM
Marshall Investment Management Littleton, Colorado $241M AUM 30.53% 1-Year Est. Return
E
EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Walkner Condon Financial Advisors's MFUS Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its PIMCO RAFI Dynamic Multi-Factor US Equity ETF (MFUS) stake by 24% in Q2 2026, buying an estimated $217K and bringing the position to 17,728 shares worth $1.19M. The position accounts for 0.14% of the portfolio, ranked #116.

Walkner Condon Financial Advisors first reported a position in MFUS in Q3 2025 and has held it in 4 quarters since. 35 funds tracked by Wall St. Rank hold MFUS as of Q2 2026.

  • Walkner Condon Financial Advisors held 17,728 shares of PIMCO RAFI Dynamic Multi-Factor US Equity ETF worth $1.19M as of Q2 2026.
  • Walkner Condon Financial Advisors bought 3,422 PIMCO RAFI Dynamic Multi-Factor US Equity ETF shares in Q2 2026, an estimated $217K.
  • PIMCO RAFI Dynamic Multi-Factor US Equity ETF made up 0.14% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #116 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 4 quarters since.
  • 35 funds tracked by Wall St. Rank held PIMCO RAFI Dynamic Multi-Factor US Equity ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.