Balanced Rock Investment Advisors LLC Decreases Stock Position in Pimco Rafi Esg U.S. Etf (NYSEARCA:RAFE)

Balanced Rock Investment Advisors LLC lowered its position in Pimco Rafi Esg U.S. Etf (NYSEARCA:RAFE) by 0.6% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 110,882 shares of the company’s stock after selling 629 shares during the period. Pimco Rafi Esg U.S. Etf comprises approximately 3.2% of Balanced Rock Investment Advisors LLC’s holdings, making the stock its 8th largest position. Balanced Rock Investment Advisors LLC owned 7.65% 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 have also bought and sold shares of the business. Flagship Harbor Advisors LLC boosted its position 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 valued at $380,000 after acquiring an additional 797 shares during the last quarter. Arlington Financial Advisors LLC raised its stake 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 valued at $4,787,000 after purchasing an additional 4,813 shares in the last quarter. LPL Financial LLC lifted its position in Pimco Rafi Esg U.S. Etf by 15.6% during the fourth quarter. LPL Financial LLC now owns 36,475 shares of the company’s stock valued at $1,326,000 after purchasing an additional 4,933 shares during the last quarter. Commonwealth Equity Services LLC grew its stake in shares of Pimco Rafi Esg U.S. Etf by 12.7% in the 4th quarter. Commonwealth Equity Services LLC now owns 75,918 shares of the company’s stock worth $2,760,000 after buying an additional 8,556 shares in the last quarter. Finally, Sellwood Investment Partners LLC bought a new stake in shares of Pimco Rafi Esg U.S. Etf in the 4th quarter worth about $16,864,000.

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

RAFE opened at $33.68 on Friday. The stock has a 50-day moving average of $36.17 and a 200 day moving average of $36.83. Pimco Rafi Esg U.S. Etf has a 12 month low of $31.58 and a 12 month high of $38.50. The firm has a market cap of $75.78 million, a P/E ratio of 19.01 and a beta of 0.90.

Pimco Rafi Esg U.S. Etf Company Profile

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.