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Walkner Condon Financial Advisors’s PIMCO RAFI ESG US ETF RAFE Stock Holding History

Walkner Condon Financial Advisors’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 		$664K Buy
13,875
+586
+4% +$26.6K 0.08% 162
2026
Q1 		$553K Buy
13,289
+63
+0.5% +$2.69K 0.07% 164
2025
Q4 		$555K Buy
13,226
+983
+8% +$40.6K 0.08% 169
2025
Q3 		$498K Buy
+12,243
New +$478K 0.08% 171

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
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
FZCM
Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 1-Year Est. Return

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

Walkner Condon Financial Advisors increased its PIMCO RAFI ESG US ETF (RAFE) stake by 4.4% in Q2 2026, buying an estimated $26.6K and bringing the position to 13,875 shares worth $664K. The position accounts for 0.08% of the portfolio, ranked #162.

Walkner Condon Financial Advisors first reported a position in RAFE in Q3 2025 and has held it in 4 quarters since. 24 funds tracked by Wall St. Rank hold RAFE as of Q2 2026.

  • Walkner Condon Financial Advisors held 13,875 shares of PIMCO RAFI ESG US ETF worth $664K as of Q2 2026.
  • Walkner Condon Financial Advisors bought 586 PIMCO RAFI ESG US ETF shares in Q2 2026, an estimated $26.6K.
  • PIMCO RAFI ESG US ETF made up 0.08% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #162 holding.
  • Walkner Condon Financial Advisors first reported a position in PIMCO RAFI ESG US ETF in Q3 2025 and has held it in 4 quarters since.
  • 24 funds tracked by Wall St. Rank held PIMCO RAFI ESG US ETF as of Q2 2026.

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