Williams & Novak’s PIMCO RAFI ESG US ETF RAFE Stock Holding History

Williams & Novak’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 Q3	$246K	Hold	5,000	–	–	0.15%	113
2026 Q2	$239K	Hold	5,000	–	–	0.16%	108
2026 Q1	$208K	Hold	5,000	–	–	0.16%	104
2025 Q4	$210K	Hold	5,000	–	–	0.16%	107
2025 Q3	$204K	Buy	+5,000	New	+$195K	0.16%	110

Other funds holding RAFE

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return

SFC

Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Blueline Advisors Exeter, New Hampshire $142M AUM 7.87% 1-Year Est. Return

Williams & Novak's RAFE Position: Q3 2026 in Review

Williams & Novak held its PIMCO RAFI ESG US ETF (RAFE) position steady in Q3 2026 at 5,000 shares worth $246K. The position accounts for 0.15% of the portfolio, ranked #113.

Williams & Novak first reported a position in RAFE in Q3 2025 and has held it in 5 quarters since. 8 funds tracked by Wall St. Rank hold RAFE as of Q3 2026.

Williams & Novak held 5,000 shares of PIMCO RAFI ESG US ETF worth $246K as of Q3 2026.
Williams & Novak left its PIMCO RAFI ESG US ETF share count unchanged in Q3 2026.
PIMCO RAFI ESG US ETF made up 0.15% of Williams & Novak's portfolio in Q3 2026, its #113 holding.
Williams & Novak first reported a position in PIMCO RAFI ESG US ETF in Q3 2025 and has held it in 5 quarters since.
8 funds tracked by Wall St. Rank held PIMCO RAFI ESG US ETF as of Q3 2026.

Based on Williams & Novak's 13F filing for Q3 2026, filed 9 Oct 2026.