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Performance as of Sept. 17, 2026

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PeriodPrice returnTotal return
1M··
3M··
6M··
YTD··
1Y··
3Y··
5Y··
Maxsince Aug. 18, 2026▼ -0.71%▼ -0.71%
Volatility 1Y·
Volatility 3Y·
Max drawdown 3Y ·
Beta 3Y·
Sharpe 1Y*·

Total return assumes dividends are reinvested. Returns are not benchmarked against an index. * Sharpe ratio is computed with a 0% risk-free rate.

Fund flows (SEC-reported)

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Last month (Jun 2026) +$0
Quarter ending Jun 2026 +$0
Trailing 7 months +$5.0M Dec 2025 – Jun 2026

Based on the fund's own SEC Form N-PORT monthly flow disclosures (Item C.9 "Flow Information") — sales minus redemptions, reinvested distributions excluded. This is a different, independent metric from the "Net flows" estimate above (which is derived from daily shares-outstanding changes). SEC N-PORT filing lag is up to ~60 days; the most recent month/quarter may not yet be fully reflected.

Full composition 212 holdings

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NameCUSIPValue%Balance Category Country
MS&AD Insurance Group Holdings Inc · $34K 0.60 1,300 EC JP
Lloyds Banking Group PLC · $33K 0.59 22,637 EC GB
Intesa Sanpaolo SpA · $33K 0.59 4,873 EC IT
CLP Holdings Ltd · $33K 0.58 3,500 EC HK
Bank Leumi Le-Israel BM · $32K 0.57 1,443 EC IL
Hoya Corp · $32K 0.57 200 EC JP
Industria de Diseno Textil SA · $32K 0.56 504 EC ES
SoftBank Corp · $32K 0.56 24,800 EC JP
Telstra Group Ltd · $31K 0.56 8,894 EC AU
Lasertec Corp · $31K 0.54 100 EC JP
Bank Hapoalim BM · $29K 0.52 1,276 EC IL
Singapore Technologies Engineering Ltd · $29K 0.51 3,600 EC SG
KBC Group NV · $29K 0.51 209 EC BE
Origin Energy Ltd · $27K 0.49 3,608 EC AU
Bayer AG · $27K 0.48 493 EC DE
Bridgestone Corp · $27K 0.48 1,300 EC JP
Nomura Holdings Inc · $27K 0.48 3,100 EC JP
NatWest Group PLC · $26K 0.47 2,984 EC GB
Compass Group PLC · $26K 0.47 816 EC GB
Sumitomo Mitsui Trust Group Inc · $26K 0.46 700 EC JP
GSK PLC · $26K 0.46 989 EC GB
Wartsila OYJ Abp · $25K 0.45 661 EC FI
Cie Generale des Etablissements Michelin SCA · $24K 0.43 625 EC FR
Japan Post Holdings Co Ltd · $24K 0.43 1,800 EC JP
Commerzbank AG · $24K 0.42 556 EC DE
Kyocera Corp · $22K 0.39 1,000 EC JP
RELX PLC · $22K 0.39 692 EC GB
Sandoz Group AG · $22K 0.38 239 EC CH
Boliden AB · $20K 0.36 358 EC SE
Otsuka Holdings Co Ltd · $20K 0.35 300 EC JP
ENEOS Holdings Inc · $20K 0.35 2,700 EC JP
Erste Group Bank AG · $19K 0.34 144 EC AT
Standard Chartered PLC · $19K 0.34 703 EC GB
UCB SA · $19K 0.34 63 EC BE
Daimler Truck Holding AG · $19K 0.33 388 EC DE
Danske Bank A/S · $18K 0.33 345 EC DK
Reckitt Benckiser Group PLC · $18K 0.32 277 EC GB
CaixaBank SA · $18K 0.32 1,261 EC ES
Koninklijke Ahold Delhaize NV · $18K 0.32 443 EC NL
Taisei Corp · $18K 0.31 200 EC JP
ASM International NV · $17K 0.30 15 EC NL
H & M Hennes & Mauritz AB · $17K 0.30 992 EC SE
CK Hutchison Holdings Ltd · $17K 0.30 2,000 EC KY
Fortescue Ltd · $17K 0.30 1,266 EC AU
Heidelberg Materials AG · $17K 0.30 88 EC DE
Tesco PLC · $17K 0.30 2,758 EC GB
Yangzijiang Shipbuilding Holdings Ltd · $17K 0.30 6,300 EC SG
Brambles Ltd · $17K 0.30 1,233 EC AU
UPM-Kymmene Oyj · $17K 0.29 625 EC FI
Evolution AB · $17K 0.29 241 EC SE

Sector breakdown

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Other/Unmapped 100.0%

Dividends 1 payment

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0.03%TTM yield
$0.01TTM payout / share
Ex-dateAmount / share
Dec. 18, 2025$0.0070

Institutional owners (13F) 6 filers

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Institutions that report holding this ETF in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value % of tracked 13F Shares Type As of
AMERIPRISE FINANCIAL INC $1,933,210 34.53% 85,313 Shares June 30, 2026
MORGAN STANLEY $1,133,010 20.24% 50,000 Shares June 30, 2026
UBS Group AG $1,133,000 20.24% 50,000 Shares June 30, 2026
GOLDMAN SACHS GROUP INC $1,019,709 18.21% 45,000 Shares June 30, 2026
JANE STREET GROUP, LLC $314,184 5.61% 13,865 Shares June 30, 2026
ROYAL BANK OF CANADA $66,000 1.18% 2,894 Shares June 30, 2026

Peer funds

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