Joseph Group Capital Management Pimco Rafi Dynamic Multi Facto Transaction History

Joseph Group Capital Management

$225 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 10, 2022	SELL	$18.31 - $21.43 $1,538 - $1,800	-84 Closed	0 $0
Q1 2022 May 11, 2022	BUY	$19.87 - $23.9 $1,669 - $2,007	84 New	84 $2,000

Others Institutions Holding MFEM

# of Institutions

38

Shares Held

4.85M

Call Options Held

0

Put Options Held

0

Schiavi & CO LLC Wilmington, DE

882K
Shares

$17 Million
6.55% of portfolio
Envestnet Asset Management Inc

823K
Shares

$15.9 Million
0.01% of portfolio
Park Avenue Securities LLC

631K
Shares

$12.2 Million
0.12% of portfolio
Sanctuary Advisors, LLC Indianapolis, IN

549K
Shares

$10.6 Million
0.07% of portfolio
Pasadena Private Wealth, LLC Pasadena, CA

330K
Shares

$6.38 Million
1.37% of portfolio

About PIMCO RAFI DYNAMIC MULTI-FACTO

Ticker MFEM
Sector ETFs
Industry ETFs

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