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Milestone Investment Advisors’s PIMCO Enhanced Short Maturity Active ESG ETF EMNT Stock Holding History

Milestone Investment Advisors’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
2026
Q2 		$9.59M Sell
96,932
-184
-0.2% -$18.2K 2.07% 19
2026
Q1 		$9.61M Buy
97,116
+1,332
+1% +$132K 2.32% 18
2025
Q4 		$9.44M Sell
95,784
-14,903
-13% -$1.47M 2.29% 17
2025
Q3 		$10.9M Buy
110,687
+6,678
+6% +$659K 2.72% 9
2025
Q2 		$10.3M Buy
104,009
+35,762
+52% +$3.52M 2.68% 10
2025
Q1 		$6.74M Buy
68,247
+30,005
+78% +$2.96M 1.87% 18
2024
Q4 		$3.76M Buy
38,242
+3,620
+10% +$357K 1.02% 28
2024
Q3 		$3.43M Sell
34,622
-214
-0.6% -$21.1K 0.96% 32
2024
Q2 		$3.44M Buy
34,836
+191
+0.6% +$18.8K 0.91% 30
2024
Q1 		$3.42M Hold
34,645
– – 0.92% 26
2023
Q4 		$3.39M Sell
34,645
-568
-2% -$55.7K 0.99% 26
2023
Q3 		$3.46M Buy
35,213
+3,027
+9% +$296K 0.98% 28
2023
Q2 		$3.15M Buy
32,186
+5,023
+18% +$491K 0.98% 26
2023
Q1 		$2.65M Buy
27,163
+117
+0.4% +$11.4K 0.82% 29
2022
Q4 		$2.62M Buy
+27,046
New +$2.64M 0.92% 26

Other funds holding EMNT

A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
VWA
VSM Wealth Advisory Hunt Valley, Maryland $376M AUM 21.56% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
LWP
Laurel Wealth Planning Edina, Minnesota $226M AUM 20.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Milestone Investment Advisors's EMNT Position: Q2 2026 in Review

Milestone Investment Advisors reduced its PIMCO Enhanced Short Maturity Active ESG ETF (EMNT) stake by 0.19% in Q2 2026, selling an estimated $18.2K and leaving 96,932 shares worth $9.59M. The position accounts for 2.07% of the portfolio, ranked #19.

Milestone Investment Advisors first reported a position in EMNT in Q4 2022 and has held it in 15 quarters since. The position peaked at $10.9M in Q3 2025. 86 funds tracked by Wall St. Rank hold EMNT as of Q2 2026.

  • Milestone Investment Advisors held 96,932 shares of PIMCO Enhanced Short Maturity Active ESG ETF worth $9.59M as of Q2 2026.
  • Milestone Investment Advisors sold 184 PIMCO Enhanced Short Maturity Active ESG ETF shares in Q2 2026, an estimated $18.2K.
  • PIMCO Enhanced Short Maturity Active ESG ETF made up 2.07% of Milestone Investment Advisors's portfolio in Q2 2026, its #19 holding.
  • Milestone Investment Advisors first reported a position in PIMCO Enhanced Short Maturity Active ESG ETF in Q4 2022 and has held it in 15 quarters since.
  • Milestone Investment Advisors's PIMCO Enhanced Short Maturity Active ESG ETF position peaked at $10.9M in Q3 2025.
  • 86 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active ESG ETF as of Q2 2026.

Based on Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.