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Pimco Equity Ser rafi esg us shares owned by KWB Wealth

Quarter-by-quarter ownership of Pimco Equity Ser rafi esg us (RAFE) shares owned by KWB Wealth from 13F filings

Historical chart of KWB Wealth 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 KWB Wealth 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 KWB Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $363k 9.5k 38.14
2025-06-30 $323k 8.9k 36.33
2025-03-31 $210k 5.8k 36.35

More positions owned by KWB Wealth

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Series Trust Portfolio Agrgte (SPAB)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Invesco Actively Managed Exc Total Return (GTO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Ishares Tr Core Total Usd (IUSB)
Spdr Series Trust S&P 600 SMCP GRW (SLYG)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Capital Group Core Balanced SHS (CGBL)

View all positions for KWB Wealth

Top funds holding Pimco Equity Ser rafi esg us

Sellwood Investment Partners
Balanced Rock Investment Advisors
Arlington Financial Advisors
Northwest Bancshares
Commonwealth Equity Services
GenWealth Group
LPL Financial
Financial Insights
Goss Wealth Management
Bruce G. Allen Investments
Goldman Sachs Group
Advisor Group Holdings
Susquehanna International
Citadel Advisors
Flagship Harbor Advisors

View all funds holding Pimco Equity Ser rafi esg us