PIMCO RAFI ESG US ETF (RAFE)

• Market cap: $75.8M
• 1 day: 0.57%
• 5 days: 1.32%
• 1 month: -8.10%
• 3 months: -9.17%
• 6 months: -10.11%
• Year to date: -6.86%
• 1 year: 1.11%
• 5 years: 65.18%
• 10 years: 34.24%

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

100% more funds holding in top 10

Funds holding in top 10: 1 [Q3] → 2 (+1) [Q4]

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

52% more capital invested

Capital invested by funds: $30.2M [Q3] → $46M (+$15.8M) [Q4]

11.09% more ownership

Funds ownership: 49.23% [Q3] → 60.32% (+11.09%) [Q4]

4% more funds holding

Funds holding: 23 [Q3] → 24 (+1) [Q4]

18% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 11