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Pimco Equity Ser rafi esg us shares owned by Balanced Rock Investment Advisors

Quarter-by-quarter ownership of Pimco Equity Ser rafi esg us (RAFE) shares owned by Balanced Rock Investment Advisors from 13F filings

Historical chart of Balanced Rock Investment Advisors investment in Pimco Equity Ser rafi esg us

Tip: Access up to 7 years of quarterly data

All positions including Pimco Equity Ser rafi esg us held by Balanced Rock Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco Equity Ser rafi esg us by Balanced Rock Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.9M 110k 35.24
2024-03-31 $3.7M 104k 35.57

More positions owned by Balanced Rock Investment Advisors

Ishares Tr Esg Msci Usa Etf (USXF)
Ishares Tr Esg Adv Ttl Usd (EUSB)
Ishares Tr Esg Eafe Etf (DMXF)
Ishares Tr Esg Awr Us Agrgt (EAGG)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Manager Directed Portfolios Vert Glb Sust Re (VGSR)
Pimco Equity Ser Rafi Esg Us (RAFE)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Ishares Tr Egsadvncdmsci Em (EMXF)
Vanguard World Esg Intl Stk Etf (VSGX)
Ishares Tr Esg Awr Msci Usa (ESGU)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Esg Advncd Hy Bd (HYXF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

View all positions for Balanced Rock Investment Advisors

Top funds holding Pimco Equity Ser rafi esg us

Northwest Bancshares
Arlington Financial Advisors
Balanced Rock Investment Advisors
GenWealth Group
Commonwealth Equity Services
LPL Financial
Bruce G. Allen Investments
JNBA Financial Advisors
Flynn Zito Capital Management
RHS Financial
Bank of America Corporation
Flagship Harbor Advisors
Financial Insights
Milestone Investment Advisors
Goss Wealth Management

View all funds holding Pimco Equity Ser rafi esg us