Pimco Rafi Esg U.S. Etf (NYSEARCA:RAFE) is Balanced Rock Investment Advisors LLC’s 8th Largest Position

Balanced Rock Investment Advisors LLC trimmed its position in shares of Pimco Rafi Esg U.S. Etf (NYSEARCA:RAFE) by 0.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 110,882 shares of the company’s stock after selling 629 shares during the quarter. Pimco Rafi Esg U.S. Etf accounts for approximately 3.2% of Balanced Rock Investment Advisors LLC’s portfolio, making the stock its 8th largest holding. Balanced Rock Investment Advisors LLC owned about 0.08% of Pimco Rafi Esg U.S. Etf worth $4,031,000 at the end of the most recent quarter.

A number of other institutional investors also recently added to or reduced their stakes in the business. Flagship Harbor Advisors LLC raised its stake in shares of Pimco Rafi Esg U.S. Etf by 8.3% during the 4th quarter. Flagship Harbor Advisors LLC now owns 10,446 shares of the company’s stock worth $380,000 after buying an additional 797 shares in the last quarter. Arlington Financial Advisors LLC grew its holdings in Pimco Rafi Esg U.S. Etf by 3.8% during the fourth quarter. Arlington Financial Advisors LLC now owns 131,686 shares of the company’s stock worth $4,787,000 after acquiring an additional 4,813 shares during the period. LPL Financial LLC raised its position in Pimco Rafi Esg U.S. Etf by 15.6% in the fourth quarter. LPL Financial LLC now owns 36,475 shares of the company’s stock worth $1,326,000 after acquiring an additional 4,933 shares in the last quarter. Commonwealth Equity Services LLC lifted its holdings in Pimco Rafi Esg U.S. Etf by 12.7% in the fourth quarter. Commonwealth Equity Services LLC now owns 75,918 shares of the company’s stock valued at $2,760,000 after acquiring an additional 8,556 shares during the period. Finally, Sellwood Investment Partners LLC purchased a new stake in shares of Pimco Rafi Esg U.S. Etf during the 4th quarter worth $16,864,000.

Pimco Rafi Esg U.S. Etf Stock Up 0.6 %

Shares of RAFE opened at $33.68 on Friday. The company has a market capitalization of $75.78 million, a PE ratio of 19.01 and a beta of 0.90. Pimco Rafi Esg U.S. Etf has a 52-week low of $31.58 and a 52-week high of $38.50. The company has a 50-day simple moving average of $36.17 and a 200-day simple moving average of $36.83.

About Pimco Rafi Esg U.S. Etf

The PIMCO RAFI ESG U.S. ETF (RAFE) is an exchange-traded fund that is based on the RAFI ESG US index. The fund tracks an index of US companies that are selected and weighted by a combination of fundamental and ESG criteria. RAFE was launched on Dec 18, 2019 and is managed by PIMCO.