BKM Wealth Management, LLC
Position in MFDX — PIMCO RAFI Multi-Factor International Equity ETF
CIK 2007263
BROOKFIELD, WI
Position in MFDX
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$1,073,029
+$64,693 QoQ
Shares Held
26,947
+2.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MFDX Over Time
Shares Held
Position Value (USD)
All Filings in MFDX
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,073,029 | 26,947 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,008,336 | 26,241 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $940,983 | 25,315 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $913,575 | 25,423 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $839,985 | 26,275 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $695,844 | 23,556 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $710,928 | 21,868 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $515,490 | 17,032 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $360,264 | 11,735 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $363,545 | 12,463 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||