Ellevest Inc’s PIMCO Enhanced Short Maturity Active ESG ETF EMNT Stock Holding History

Ellevest Inc’s Portfolio EMNT Stock Details EMNT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-8	Closed	-$739	–	729
2023 Q1	$739	Buy	+8	New	+$780	﹤0.01%	1623

Other funds holding EMNT

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LWP

Laurel Wealth Planning Edina, Minnesota $190M AUM 16.38% 1-Year Est. Return

MIA

Milestone Investment Advisors Middleton, Wisconsin $414M AUM 12.76% 1-Year Est. Return

Ellevest Inc's EMNT Position: Q2 2023 in Review

Ellevest Inc sold out of PIMCO Enhanced Short Maturity Active ESG ETF (EMNT) in Q2 2023, closing a stake of 8 shares — an estimated $739 sold.

Ellevest Inc first reported a position in EMNT in Q1 2023 and held it in 1 quarter. The position peaked at $739 in Q1 2023. 61 funds tracked by Wall St. Rank hold EMNT as of Q2 2023.

Ellevest Inc reported no remaining PIMCO Enhanced Short Maturity Active ESG ETF position as of Q2 2023 after selling out during the quarter.
Ellevest Inc sold 8 PIMCO Enhanced Short Maturity Active ESG ETF shares in Q2 2023, an estimated $739.
Ellevest Inc first reported a position in PIMCO Enhanced Short Maturity Active ESG ETF in Q1 2023 and held it in 1 quarter.
Ellevest Inc's PIMCO Enhanced Short Maturity Active ESG ETF position peaked at $739 in Q1 2023.
61 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active ESG ETF as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.