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Estate Counselors’s PIMCO Enhanced Short Maturity Active ESG ETF EMNT Stock Holding History

Estate Counselors’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
2022
Q4 		– Sell
-120
Closed -$11K – 154
2022
Q3 		$11K Buy
+120
New +$11.8K ﹤0.01% 161

Other funds holding EMNT

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AA
AlphaMark Advisors Ft. Wright, Kentucky $231M AUM 19.98% 1-Year Est. Return
MA
MJP Associates Farmington, Connecticut $824M AUM 14.86% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
MWM
Mascoma Wealth Management Hanover, New Hampshire $484M AUM 11.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $435M AUM 13.65% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Estate Counselors's EMNT Position: Q4 2022 in Review

Estate Counselors sold out of PIMCO Enhanced Short Maturity Active ESG ETF (EMNT) in Q4 2022, closing a stake of 120 shares — an estimated $11K sold.

Estate Counselors first reported a position in EMNT in Q3 2022 and held it in 1 quarter. The position peaked at $11K in Q3 2022. 65 funds tracked by Wall St. Rank hold EMNT as of Q4 2022.

  • Estate Counselors reported no remaining PIMCO Enhanced Short Maturity Active ESG ETF position as of Q4 2022 after selling out during the quarter.
  • Estate Counselors sold 120 PIMCO Enhanced Short Maturity Active ESG ETF shares in Q4 2022, an estimated $11K.
  • Estate Counselors first reported a position in PIMCO Enhanced Short Maturity Active ESG ETF in Q3 2022 and held it in 1 quarter.
  • Estate Counselors's PIMCO Enhanced Short Maturity Active ESG ETF position peaked at $11K in Q3 2022.
  • 65 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active ESG ETF as of Q4 2022.

Based on Estate Counselors's 13F filing for Q4 2022, filed 8 Feb 2023.