Arafura Rare (ARU) is held by 11 ASX ETFs. Over the last 3 months it fell 32.0%: on $10,000, −$3200. We explain 4 big moves in that time.
About ARU
- SectorMaterials
- IndustryMaterials
- Size$1.0b
- Held by11 ETFs
- Big moves4 in 3M
Each dot is a move we explain. Tap one, or a row of Why it moved, to see what caused it.
Why it moved
- +11.8%18 Sep 2026· Contract
Arafura Rare Earths shares surged after the company announced an extension of a binding offtake agreement for its Nolans rare earths project, a market-sensitive milestone that attracted strong buying interest.
- +7.7%8 Sep 2026· Regulatory
Arafura Rare Earths received 'Significant Project Status' designation, boosting investor confidence in its Nolans rare earths development.
- +5.7%4 Aug 2026· Operational
Arafura Rare Earths rose on renewed investor interest driven by sustained media coverage of its Nolans project moving into construction phase and broader materials sector strength, with no single catalyst but a confluence of positive narrative momentum.
- −7.9%30 Jul 2026· Unknown
Profit-taking or sentiment reversal after a run of positive news coverage about Arafura's Nolans project funding progress, combined with a weak broader materials sector, dragged the stock down sharply with no new company announcement to anchor buyers.
Held by 11 ETFs
Of every $10,000 in each fund, how much is in ARU today.
- RESMVANECK RARE EARTH AND STRATEGIC METALS X CHINA ETF$1711.71%
- XMETBetaShares Energy Transition Metals ETF$600.60%
- ISOiShares S&P/ASX Small Ordinaries ETF$310.31%
- SSOSTATE STREET SPDR S&P/ASX SMALL ORDINARIES ETF$310.31%
- FAIRBetaShares Australian Sustainability Leaders ETF$180.18%
- VSOVanguard MSCI Australian Small Companies Index ETF$170.17%
- IESGiShares Core MSCI Australia ESG ETF$8.000.08%
- A300Global X Australia 300 ETF$2.730.03%
- VASVanguard Australian Shares Index ETF$2.500.02%
- IGROiShares High Growth ESG ETF$2.460.02%
Why did ARU rise 11.8% on 18 Sep 2026?
Arafura Rare
Arafura Rare Earths shares surged after the company announced an extension of a binding offtake agreement for its Nolans rare earths project, a market-sensitive milestone that attracted strong buying interest.
The ASX announcement released ~7 hours before detection is explicitly flagged as market-sensitive and directly describes an extension of a binding offtake agreement — a material commercial milestone for a development-stage rare earths company. Volume at 4.4x normal and price move at 4.3x ATR are consistent with a single catalyst driving conviction buying. Supporting news articles from Kalkine Media reference the new offtake and Nolans construction progress, amplifying retail attention. The broader materials sector move (+1.0%) is well below the stock's move and below its own ATR threshold, ruling out sector flow as a primary driver.
General information only, not personal advice — prepared without regard to your objectives, financial situation or needs. Past performance is not indicative of future performance.
Evidence
ASX announcements
News coverage
Sector / macro signals
What it did to the 11 ETFs holding ARU
On $10,000 in each fund, at the weight it holds today
- RESM1.71% of the fund+$20
- XMET0.60% of the fund+$7
- ISO0.31% of the fund+$4
- SSO0.31% of the fund+$4
- FAIR0.18% of the fund+$2
- VSO0.17% of the fund+$2
- IESG0.08% of the fund+$1
- A3000.03% of the fund+$0
- VAS0.02% of the fund+$0
- IGRO0.02% of the fund+$0
The 10 that hold it most. All 11 are listed on the page under Held by.